Garden State Investment Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,301
| Closed | -$230K | – | 262 |
|
2024
Q3 | $230K | Sell |
3,301
-713
| -18% | -$49.7K | 0.07% | 198 |
|
2024
Q2 | $238K | Sell |
4,014
-3,089
| -43% | -$183K | 0.08% | 193 |
|
2024
Q1 | $464K | Sell |
7,103
-165
| -2% | -$10.8K | 0.17% | 117 |
|
2023
Q4 | $523K | Sell |
7,268
-49
| -0.7% | -$3.52K | 0.21% | 98 |
|
2023
Q3 | $512K | Buy |
7,317
+475
| +7% | +$33.2K | 0.24% | 89 |
|
2023
Q2 | $464K | Buy |
6,842
+1,895
| +38% | +$129K | 0.18% | 99 |
|
2023
Q1 | $365K | Buy |
+4,947
| New | +$365K | 0.16% | 113 |
|