Jacobi Capital Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,015
| Closed | -$265K | – | 1365 |
|
|
2021
Q3 | $265K | Hold |
1,015
| – | – | 0.03% | 350 |
|
|
2021
Q2 | $393K | Hold |
1,015
| – | – | 0.05% | 276 |
|
|
2021
Q1 | $326K | Sell |
1,015
-1,012
| -50% | -$325K | 0.05% | 282 |
|
|
2020
Q4 | $684K | Buy |
2,027
+2,017
| +20,170% | +$681K | 0.11% | 157 |
|
|
2020
Q3 | $5K | Hold |
10
| – | – | ﹤0.01% | 957 |
|
|
2020
Q2 | $3K | Sell |
10
-10
| -50% | -$3K | ﹤0.01% | 1020 |
|
|
2020
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 924 |
|