J.W. Cole Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,241
| Closed | -$242K | – | 773 |
|
|
2022
Q2 | $242K | Buy |
+2,241
| New | +$242K | 0.02% | 614 |
|
|
2021
Q4 | – | Sell |
-1,544
| Closed | -$402K | – | 887 |
|
|
2021
Q3 | $402K | Sell |
1,544
-136
| -8% | -$35.4K | 0.03% | 291 |
|
|
2021
Q2 | $650K | Buy |
1,680
+36
| +2% | +$13.9K | 0.05% | 358 |
|
|
2021
Q1 | $528K | Buy |
1,644
+22
| +1% | +$7.07K | 0.05% | 373 |
|
|
2020
Q4 | $547K | Sell |
1,622
-6,669
| -80% | -$2.25M | 0.06% | 326 |
|
|
2020
Q3 | $3.9M | Buy |
+8,291
| New | +$3.9M | 0.3% | 81 |
|