Gladstone Institutional Advisory’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,652
| Closed | -$432K | – | 635 |
|
|
2021
Q3 | $432K | Sell |
1,652
-563
| -25% | -$147K | 0.04% | 364 |
|
|
2021
Q2 | $857K | Sell |
2,215
-1,109
| -33% | -$429K | 0.1% | 210 |
|
|
2021
Q1 | $1.07M | Buy |
3,324
+1,394
| +72% | +$448K | 0.17% | 138 |
|
|
2020
Q4 | $651K | Buy |
1,930
+668
| +53% | +$225K | 0.13% | 139 |
|
|
2020
Q3 | $593K | Buy |
+1,262
| New | +$593K | 0.14% | 130 |
|