Harvest Volatility Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,613
| Closed | -$517K | – | 129 |
|
|
2023
Q2 | $517K | Sell |
7,613
-1,074
| -12% | -$72.9K | 0.1% | 126 |
|
|
2023
Q1 | $626K | Sell |
8,687
-1,486
| -15% | -$107K | 0.13% | 121 |
|
|
2022
Q4 | $689K | Sell |
10,173
-2,918
| -22% | -$198K | 0.14% | 121 |
|
|
2022
Q3 | $975K | Sell |
13,091
-61
| -0.5% | -$4.54K | 0.17% | 107 |
|
|
2022
Q2 | $1.42M | Sell |
13,152
-1,601
| -11% | -$173K | 0.23% | 92 |
|
|
2022
Q1 | $1.73M | Sell |
14,753
-14
| -0.1% | -$1.64K | 0.2% | 94 |
|
|
2021
Q4 | $2.72K | Buy |
14,767
+3,659
| +33% | +$673 | ﹤0.01% | 90 |
|
|
2021
Q3 | $2.91M | Buy |
11,108
+4,326
| +64% | +$1.13M | 0.14% | 48 |
|
|
2021
Q2 | $2.63M | Buy |
6,782
+2,360
| +53% | +$913K | 0.21% | 41 |
|
|
2021
Q1 | $1.42M | Buy |
4,422
+1,809
| +69% | +$581K | 0.13% | 49 |
|
|
2020
Q4 | $881K | Buy |
+2,613
| New | +$881K | 0.1% | 55 |
|