Ellis Investment Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23
| Closed | -$1K | – | 787 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 780 |
|
|
2022
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 739 |
|
|
2022
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 769 |
|
|
2021
Q4 | $4K | Hold |
23
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $8K | Hold |
23
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $7K | Hold |
23
| – | – | ﹤0.01% | 632 |
|
|
2020
Q4 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 593 |
|