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 |
|