GW & Wade’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,462
| Closed | -$637K | – | 420 |
|
|
2021
Q4 | $637K | Sell |
3,462
-50
| -1% | -$9.2K | 0.03% | 226 |
|
|
2021
Q3 | $918K | Sell |
3,512
-110
| -3% | -$28.8K | 0.04% | 194 |
|
|
2021
Q2 | $1.4M | Buy |
3,622
+193
| +6% | +$74.7K | 0.07% | 157 |
|
|
2021
Q1 | $1.1M | Buy |
3,429
+301
| +10% | +$96.7K | 0.06% | 161 |
|
|
2020
Q4 | $1.06M | Buy |
3,128
+306
| +11% | +$103K | 0.06% | 138 |
|
|
2020
Q3 | $1.33M | Buy |
2,822
+203
| +8% | +$95.5K | 0.1% | 104 |
|
|
2020
Q2 | $664K | Buy |
2,619
+107
| +4% | +$27.1K | 0.05% | 134 |
|
|
2020
Q1 | $367K | Buy |
+2,512
| New | +$367K | 0.03% | 153 |
|