Disciplined Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$815 | – | 1608 |
|
|
2023
Q2 | $815 | Buy |
12
+1
| +9% | +$68 | ﹤0.01% | 1047 |
|
|
2023
Q1 | $812 | Buy |
11
+7
| +175% | +$517 | ﹤0.01% | 1051 |
|
|
2022
Q4 | $271 | Sell |
4
-6
| -60% | -$407 | ﹤0.01% | 1366 |
|
|
2022
Q3 | $1K | Sell |
10
-2
| -17% | -$200 | ﹤0.01% | 1151 |
|
|
2022
Q2 | $1K | Buy |
12
+3
| +33% | +$250 | ﹤0.01% | 1180 |
|
|
2022
Q1 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 1252 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 348 |
|