First Foundation 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 |
-1,885
| Closed | -$221K | – | 464 |
|
|
2022
Q1 | $221K | Sell |
1,885
-32
| -2% | -$3.75K | 0.01% | 381 |
|
|
2021
Q4 | $353K | Sell |
1,917
-8
| -0.4% | -$1.47K | 0.01% | 321 |
|
|
2021
Q3 | $503K | Buy |
1,925
+3
| +0.2% | +$784 | 0.02% | 274 |
|
|
2021
Q2 | $744K | Buy |
1,922
+46
| +2% | +$17.8K | 0.03% | 241 |
|
|
2021
Q1 | $603K | Buy |
1,876
+363
| +24% | +$117K | 0.03% | 246 |
|
|
2020
Q4 | $510K | Buy |
+1,513
| New | +$510K | 0.02% | 259 |
|