Kalos Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-903
| Closed | -$66.7K | – | 392 |
|
|
2023
Q1 | $66.7K | Buy |
+903
| New | +$66.7K | 0.13% | 78 |
|
|
2022
Q1 | – | Sell |
-1,243
| Closed | -$325K | – | 314 |
|
|
2021
Q4 | $325K | Buy |
1,243
+70
| +6% | +$18.3K | 0.09% | 218 |
|
|
2021
Q3 | $307K | Buy |
1,173
+255
| +28% | +$66.7K | 0.09% | 219 |
|
|
2021
Q2 | $351K | Buy |
918
+3
| +0.3% | +$1.15K | 0.14% | 179 |
|
|
2021
Q1 | $274K | Buy |
915
+7
| +0.8% | +$2.1K | 0.09% | 237 |
|
|
2020
Q4 | $306K | Buy |
908
+5
| +0.6% | +$1.69K | 0.13% | 184 |
|
|
2020
Q3 | $351K | Hold |
903
| – | – | 0.16% | 156 |
|
|
2020
Q2 | $215K | Buy |
+903
| New | +$215K | 0.09% | 186 |
|