DGS Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,019
| Closed | -$223K | – | 259 |
|
2023
Q1 | $223K | Sell |
3,019
-2,096
| -41% | -$155K | 0.12% | 184 |
|
2022
Q4 | $346K | Sell |
5,115
-3
| -0.1% | -$203 | 0.23% | 112 |
|
2022
Q3 | $377K | Sell |
5,118
-4
| -0.1% | -$294 | 0.25% | 87 |
|
2022
Q2 | $553K | Sell |
5,122
-10
| -0.2% | -$1.08K | 0.45% | 45 |
|
2022
Q1 | $602K | Hold |
5,132
| – | – | 0.37% | 45 |
|
2021
Q4 | $944K | Buy |
+5,132
| New | +$944K | 0.59% | 24 |
|