Heritage Wealth Management (Arizona)’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.08K | Buy |
16
+8
| +100% | +$542 | ﹤0.01% | 1025 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 996 |
|
|
2022
Q2 | – | Sell |
-36
| Closed | -$4K | – | 1070 |
|
|
2022
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 839 |
|
|
2021
Q3 | $9K | Hold |
36
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $14K | Hold |
36
| – | – | 0.01% | 622 |
|
|
2021
Q1 | $12K | Buy |
+36
| New | +$12K | 0.01% | 561 |
|