HBK Sorce Advisory’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 |
-1,782
| Closed | -$328K | – | 625 |
|
|
2021
Q4 | $328K | Buy |
1,782
+52
| +3% | +$9.57K | 0.02% | 430 |
|
|
2021
Q3 | $452K | Sell |
1,730
-46
| -3% | -$12K | 0.02% | 337 |
|
|
2021
Q2 | $687K | Sell |
1,776
-890
| -33% | -$344K | 0.04% | 266 |
|
|
2021
Q1 | $857K | Sell |
2,666
-1,706
| -39% | -$548K | 0.05% | 209 |
|
|
2020
Q4 | $1.48M | Sell |
4,372
-1
| -0% | -$337 | 0.09% | 148 |
|
|
2020
Q3 | $2.06M | Buy |
4,373
+2,640
| +152% | +$1.24M | 0.15% | 101 |
|
|
2020
Q2 | $439K | Buy |
+1,733
| New | +$439K | 0.03% | 267 |
|