DLCIG
D.L. Carlson Investment Group’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,894
| Closed | -$3.9M | – | 156 |
|
|
2021
Q3 | $3.9M | Buy |
14,894
+1,657
| +13% | +$433K | 0.68% | 56 |
|
|
2021
Q2 | $5.12M | Buy |
+13,237
| New | +$5.12M | 0.89% | 45 |
|
|
2020
Q2 | – | Sell |
-14,833
| Closed | -$2.17M | – | 154 |
|
|
2020
Q1 | $2.17M | Buy |
+14,833
| New | +$2.17M | 0.82% | 46 |
|