Greenleaf Trust’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 |
-785
| Closed | -$205K | – | 784 |
|
|
2021
Q3 | $205K | Sell |
785
-24
| -3% | -$6.27K | ﹤0.01% | 694 |
|
|
2021
Q2 | $313K | Sell |
809
-1,519
| -65% | -$588K | ﹤0.01% | 561 |
|
|
2021
Q1 | $748K | Sell |
2,328
-14
| -0.6% | -$4.5K | 0.01% | 269 |
|
|
2020
Q4 | $790K | Sell |
2,342
-251
| -10% | -$84.7K | 0.01% | 232 |
|
|
2020
Q3 | $1.22M | Buy |
+2,593
| New | +$1.22M | 0.02% | 136 |
|