DSAM
Dock Street Asset Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,380
| Closed | -$921K | – | 79 |
|
|
2021
Q2 | $921K | Hold |
2,380
| – | – | 0.17% | 51 |
|
|
2021
Q1 | $765K | Hold |
2,380
| – | – | 0.16% | 44 |
|
|
2020
Q4 | $803K | Hold |
2,380
| – | – | 0.17% | 40 |
|
|
2020
Q3 | $1.12M | Sell |
2,380
-4,000
| -63% | -$1.88M | 0.28% | 30 |
|
|
2020
Q2 | $1.62M | Buy |
+6,380
| New | +$1.62M | 0.45% | 27 |
|