Foundations Investment Advisors’s Zoom ZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,797
Closed -$327K 446
2022
Q2
$327K Buy
2,797
+33
+1% +$3.86K 0.01% 287
2022
Q1
$305K Sell
2,764
-161
-6% -$17.8K 0.01% 267
2021
Q4
$499K Buy
2,925
+1,289
+79% +$220K 0.02% 207
2021
Q3
$421K Buy
+1,636
New +$421K 0.02% 209