Exencial Wealth Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,828
| Closed | -$3.26M | – | 459 |
|
|
2022
Q1 | $3.26M | Buy |
27,828
+5,941
| +27% | +$696K | 0.16% | 152 |
|
|
2021
Q4 | $4.03M | Buy |
21,887
+19,688
| +895% | +$3.62M | 0.19% | 141 |
|
|
2021
Q3 | $575K | Buy |
2,199
+1,206
| +121% | +$315K | 0.03% | 231 |
|
|
2021
Q2 | $384K | Hold |
993
| – | – | 0.02% | 349 |
|
|
2021
Q1 | $319K | Buy |
+993
| New | +$319K | 0.02% | 346 |
|
|
2020
Q4 | – | Sell |
-1,317
| Closed | -$619K | – | 398 |
|
|
2020
Q3 | $619K | Buy |
+1,317
| New | +$619K | 0.03% | 234 |
|