Evolution Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-221
| Closed | -$58K | – | 649 |
|
|
2021
Q3 | $58K | Sell |
221
-170
| -43% | -$44.6K | 0.01% | 194 |
|
|
2021
Q2 | $151K | Buy |
391
+265
| +210% | +$102K | 0.03% | 144 |
|
|
2021
Q1 | $40K | Buy |
+126
| New | +$40K | 0.01% | 220 |
|
|
2020
Q4 | – | Sell |
-170
| Closed | -$80K | – | 646 |
|
|
2020
Q3 | $80K | Sell |
170
-235
| -58% | -$111K | 0.02% | 157 |
|
|
2020
Q2 | $103K | Buy |
+405
| New | +$103K | 0.03% | 111 |
|