Holistic Financial Partners’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 |
-1,760
| Closed | -$324K | – | 134 |
|
|
2021
Q4 | $324K | Sell |
1,760
-72
| -4% | -$13.3K | 0.19% | 80 |
|
|
2021
Q3 | $479K | Hold |
1,832
| – | – | 0.3% | 45 |
|
|
2021
Q2 | $709K | Sell |
1,832
-4
| -0.2% | -$1.55K | 0.42% | 36 |
|
|
2021
Q1 | $590K | Buy |
1,836
+868
| +90% | +$279K | 0.39% | 38 |
|
|
2020
Q4 | $327K | Buy |
968
+542
| +127% | +$183K | 0.23% | 62 |
|
|
2020
Q3 | $200K | Buy |
+426
| New | +$200K | 0.16% | 85 |
|