Freestone Capital Holdings’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 |
-2,332
| Closed | -$273K | – | 596 |
|
|
2022
Q1 | $273K | Buy |
2,332
+1,173
| +101% | +$137K | 0.01% | 485 |
|
|
2021
Q4 | $213K | Sell |
1,159
-25
| -2% | -$4.59K | 0.01% | 466 |
|
|
2021
Q3 | $310K | Buy |
1,184
+288
| +32% | +$75.4K | 0.02% | 343 |
|
|
2021
Q2 | $347K | Buy |
+896
| New | +$347K | 0.02% | 317 |
|
|
2021
Q1 | – | Sell |
-98
| Closed | -$33.1K | – | 1162 |
|
|
2020
Q4 | $33.1K | Sell |
98
-912
| -90% | -$308K | ﹤0.01% | 642 |
|
|
2020
Q3 | $475K | Sell |
1,010
-88
| -8% | -$41.4K | 0.03% | 231 |
|
|
2020
Q2 | $278 | Buy |
+1,098
| New | +$278 | ﹤0.01% | 287 |
|