Ellevest Inc’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 |
-3,057
| Closed | -$226K | – | 1700 |
|
|
2023
Q1 | $226K | Buy |
3,057
+575
| +23% | +$42.5K | 0.02% | 291 |
|
|
2022
Q4 | $168K | Buy |
2,482
+230
| +10% | +$15.6K | 0.01% | 331 |
|
|
2022
Q3 | $166K | Buy |
2,252
+798
| +55% | +$58.8K | 0.02% | 313 |
|
|
2022
Q2 | $157K | Buy |
1,454
+1,103
| +314% | +$119K | 0.01% | 329 |
|
|
2022
Q1 | $41K | Buy |
351
+201
| +134% | +$23.5K | ﹤0.01% | 589 |
|
|
2021
Q4 | $28K | Buy |
150
+73
| +95% | +$13.6K | ﹤0.01% | 649 |
|
|
2021
Q3 | $20K | Buy |
77
+56
| +267% | +$14.5K | ﹤0.01% | 671 |
|
|
2021
Q2 | $8K | Sell |
21
-33
| -61% | -$12.6K | ﹤0.01% | 820 |
|
|
2021
Q1 | $17K | Buy |
+54
| New | +$17K | ﹤0.01% | 688 |
|
|
2020
Q4 | – | Sell |
-8
| Closed | -$4K | – | 1388 |
|
|
2020
Q3 | $4K | Hold |
8
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $2K | Sell |
8
-1
| -11% | -$250 | ﹤0.01% | 924 |
|
|
2020
Q1 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 1011 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 903 |
|
|
2019
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 479 |
|