EWM
Echo Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,229
| Closed | -$313K | – | 52 |
|
|
2021
Q3 | $313K | Sell |
1,229
-40
| -3% | -$10.2K | 0.37% | 40 |
|
|
2021
Q2 | $490K | Sell |
1,269
-31
| -2% | -$12K | 0.63% | 31 |
|
|
2021
Q1 | $418K | Sell |
1,300
-2
| -0.2% | -$643 | 0.53% | 36 |
|
|
2020
Q4 | $439K | Buy |
+1,302
| New | +$439K | 0.57% | 32 |
|