Financial Counselors Inc’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 |
-30,167
| Closed | -$2.22M | – | 515 |
|
|
2022
Q3 | $2.22M | Buy |
30,167
+3,063
| +11% | +$225K | 0.05% | 227 |
|
|
2022
Q2 | $2.93M | Buy |
27,104
+13,546
| +100% | +$1.46M | 0.07% | 206 |
|
|
2022
Q1 | $1.59M | Buy |
13,558
+2,648
| +24% | +$310K | 0.03% | 270 |
|
|
2021
Q4 | $2.01M | Sell |
10,910
-4,485
| -29% | -$825K | 0.04% | 250 |
|
|
2021
Q3 | $4.03M | Buy |
15,395
+670
| +5% | +$175K | 0.09% | 203 |
|
|
2021
Q2 | $5.7M | Buy |
14,725
+1,948
| +15% | +$754K | 0.12% | 170 |
|
|
2021
Q1 | $4.11M | Buy |
12,777
+8,105
| +173% | +$2.6M | 0.1% | 192 |
|
|
2020
Q4 | $1.58M | Buy |
4,672
+1,070
| +30% | +$361K | 0.04% | 269 |
|
|
2020
Q3 | $1.69M | Buy |
+3,602
| New | +$1.69M | 0.05% | 248 |
|