Financial Advocates Investment Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,929
| Closed | -$209K | – | 840 |
|
|
2022
Q2 | $209K | Sell |
1,929
-729
| -27% | -$79K | 0.02% | 610 |
|
|
2022
Q1 | $311K | Sell |
2,658
-1,142
| -30% | -$134K | 0.02% | 565 |
|
|
2021
Q4 | $699K | Sell |
3,800
-447
| -11% | -$82.2K | 0.04% | 399 |
|
|
2021
Q3 | $1.11M | Sell |
4,247
-882
| -17% | -$231K | 0.08% | 284 |
|
|
2021
Q2 | $1.93M | Sell |
5,129
-241
| -4% | -$90.5K | 0.13% | 186 |
|
|
2021
Q1 | $1.73M | Sell |
5,370
-1,174
| -18% | -$377K | 0.12% | 194 |
|
|
2020
Q4 | $2.21M | Sell |
6,544
-410
| -6% | -$138K | 0.15% | 153 |
|
|
2020
Q3 | $3.27M | Buy |
6,954
+160
| +2% | +$75.2K | 0.28% | 78 |
|
|
2020
Q2 | $1.72M | Sell |
6,794
-299
| -4% | -$75.8K | 0.16% | 146 |
|
|
2020
Q1 | $1.04M | Buy |
7,093
+2,977
| +72% | +$435K | 0.15% | 172 |
|
|
2019
Q4 | $280K | Buy |
+4,116
| New | +$280K | 0.03% | 408 |
|