Joel Isaacson & Co’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 |
-1,411
| Closed | -$259K | – | 324 |
|
|
2021
Q4 | $259K | Sell |
1,411
-12
| -0.8% | -$2.2K | 0.02% | 272 |
|
|
2021
Q3 | $372K | Buy |
1,423
+4
| +0.3% | +$1.05K | 0.03% | 220 |
|
|
2021
Q2 | $549K | Sell |
1,419
-310
| -18% | -$120K | 0.04% | 166 |
|
|
2021
Q1 | $556K | Buy |
1,729
+380
| +28% | +$122K | 0.05% | 150 |
|
|
2020
Q4 | $455K | Sell |
1,349
-438
| -25% | -$148K | 0.04% | 155 |
|
|
2020
Q3 | $840K | Buy |
1,787
+279
| +19% | +$131K | 0.11% | 88 |
|
|
2020
Q2 | $382K | Buy |
+1,508
| New | +$382K | 0.05% | 140 |
|