DFPG Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,470
| Closed | -$864K | – | 180 |
|
|
2020
Q4 | $864K | Buy |
2,470
+788
| +47% | +$276K | 0.4% | 73 |
|
|
2020
Q3 | $808K | Sell |
1,682
-88
| -5% | -$42.3K | 0.43% | 66 |
|
|
2020
Q2 | $464K | Sell |
1,770
-4,564
| -72% | -$1.2M | 0.28% | 92 |
|
|
2020
Q1 | $960K | Sell |
6,334
-2,176
| -26% | -$330K | 0.72% | 37 |
|
|
2019
Q4 | $655K | Buy |
8,510
+3,388
| +66% | +$261K | 0.43% | 68 |
|
|
2019
Q3 | $377K | Buy |
5,122
+2,352
| +85% | +$173K | 0.31% | 94 |
|
|
2019
Q2 | $252K | Buy |
+2,770
| New | +$252K | 0.24% | 121 |
|