Delos Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$131 | – | 352 |
|
|
2024
Q1 | $131 | Sell |
2
-1
| -33% | -$66 | ﹤0.01% | 336 |
|
|
2023
Q4 | $216 | Hold |
3
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $214 | Hold |
3
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $204 | Hold |
3
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $222 | Hold |
3
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $203 | Hold |
3
| – | – | ﹤0.01% | 366 |
|
|
2022
Q3 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 271 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 204 |
|
|
2021
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 181 |
|