Evanson Asset Management’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 |
-5,053
| Closed | -$372K | – | 275 |
|
|
2022
Q3 | $372K | Sell |
5,053
-31
| -0.6% | -$2.28K | 0.04% | 179 |
|
|
2022
Q2 | $549K | Buy |
5,084
+57
| +1% | +$6.16K | 0.06% | 147 |
|
|
2022
Q1 | $589K | Sell |
5,027
-23
| -0.5% | -$2.7K | 0.06% | 149 |
|
|
2021
Q4 | $929K | Buy |
5,050
+16
| +0.3% | +$2.94K | 0.08% | 104 |
|
|
2021
Q3 | $1.99M | Buy |
5,034
+31
| +0.6% | +$12.2K | 0.2% | 66 |
|
|
2021
Q2 | $1.94M | Sell |
5,003
-252
| -5% | -$97.5K | 0.2% | 64 |
|
|
2021
Q1 | $1.69M | Sell |
5,255
-8
| -0.2% | -$2.57K | 0.25% | 62 |
|
|
2020
Q4 | $1.78M | Buy |
5,263
+13
| +0.2% | +$4.38K | 0.28% | 54 |
|
|
2020
Q3 | $2.47M | Sell |
5,250
-50
| -0.9% | -$23.5K | 0.45% | 34 |
|
|
2020
Q2 | $1.34M | Buy |
5,300
+6
| +0.1% | +$1.52K | 0.27% | 55 |
|
|
2020
Q1 | $774K | Buy |
+5,294
| New | +$774K | 0.18% | 77 |
|