EWM
Edge Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-70
| Closed | -$13K | – | 471 |
|
|
2021
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 283 |
|
|
2021
Q3 | $18K | Hold |
70
| – | – | ﹤0.01% | 278 |
|
|
2021
Q2 | $27K | Hold |
70
| – | – | 0.01% | 244 |
|
|
2021
Q1 | $22K | Hold |
70
| – | – | ﹤0.01% | 261 |
|
|
2020
Q4 | $24K | Sell |
70
-65
| -48% | -$22.3K | 0.01% | 230 |
|
|
2020
Q3 | $63K | Buy |
135
+59
| +78% | +$27.5K | 0.01% | 185 |
|
|
2020
Q2 | $19K | Sell |
76
-1,150
| -94% | -$288K | ﹤0.01% | 372 |
|
|
2020
Q1 | $179K | Buy |
+1,226
| New | +$179K | 0.04% | 141 |
|