Cottage Street Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,459
| Closed | -$643K | – | 107 |
|
|
2021
Q3 | $643K | Sell |
2,459
-200
| -8% | -$52.3K | 0.43% | 53 |
|
|
2021
Q2 | $1.03M | Sell |
2,659
-300
| -10% | -$116K | 0.61% | 48 |
|
|
2021
Q1 | $951K | Buy |
+2,959
| New | +$951K | 0.62% | 50 |
|
|
2020
Q4 | – | Sell |
-2,350
| Closed | -$1.11M | – | 93 |
|
|
2020
Q3 | $1.11M | Buy |
+2,350
| New | +$1.11M | 0.81% | 40 |
|