Clearview Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$407 | – | 675 |
|
|
2023
Q2 | $407 | Sell |
6
-10
| -63% | -$678 | ﹤0.01% | 641 |
|
|
2023
Q1 | $1.18K | Hold |
16
| – | – | ﹤0.01% | 566 |
|
|
2022
Q4 | $1.08K | Buy |
16
+6
| +60% | +$407 | ﹤0.01% | 525 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $1K | Sell |
10
-8
| -44% | -$800 | ﹤0.01% | 586 |
|
|
2021
Q4 | $3K | Sell |
18
-14
| -44% | -$2.33K | ﹤0.01% | 570 |
|
|
2021
Q3 | $8K | Sell |
32
-15
| -32% | -$3.75K | 0.01% | 456 |
|
|
2021
Q2 | $18K | Hold |
47
| – | – | 0.01% | 354 |
|
|
2021
Q1 | $15K | Buy |
47
+15
| +47% | +$4.79K | 0.01% | 365 |
|
|
2020
Q4 | $11K | Buy |
+32
| New | +$11K | 0.01% | 372 |
|