Global Wealth Management Investment Advisory’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$360 | – | 463 |
|
|
2023
Q4 | $360 | Hold |
5
| – | – | ﹤0.01% | 451 |
|
|
2023
Q3 | $350 | Buy |
+5
| New | +$350 | ﹤0.01% | 448 |
|
|
2022
Q3 | – | Sell |
-239
| Closed | -$26K | – | 503 |
|
|
2022
Q2 | $26K | Sell |
239
-55
| -19% | -$5.98K | 0.01% | 224 |
|
|
2022
Q1 | $34K | Buy |
294
+114
| +63% | +$13.2K | 0.01% | 217 |
|
|
2021
Q4 | $33K | Buy |
180
+13
| +8% | +$2.38K | 0.01% | 222 |
|
|
2021
Q3 | $44K | Buy |
167
+2
| +1% | +$527 | 0.01% | 207 |
|
|
2021
Q2 | $64K | Sell |
165
-95
| -37% | -$36.8K | 0.02% | 186 |
|
|
2021
Q1 | $84K | Buy |
260
+20
| +8% | +$6.46K | 0.03% | 174 |
|
|
2020
Q4 | $81K | Buy |
240
+25
| +12% | +$8.44K | 0.03% | 163 |
|
|
2020
Q3 | $101K | Sell |
215
-177
| -45% | -$83.1K | 0.04% | 132 |
|
|
2020
Q2 | $99K | Buy |
392
+191
| +95% | +$48.2K | 0.04% | 152 |
|
|
2020
Q1 | $29K | Buy |
201
+101
| +101% | +$14.6K | 0.01% | 217 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 387 |
|