Kelly Financial Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30
| Closed | -$2.04K | – | 790 |
|
|
2023
Q2 | $2.04K | Hold |
30
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $2.22K | Sell |
30
-9
| -23% | -$664 | ﹤0.01% | 521 |
|
|
2022
Q4 | $2.64K | Hold |
39
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $2.87K | Buy |
39
+30
| +333% | +$2.21K | ﹤0.01% | 465 |
|
|
2022
Q2 | $972 | Hold |
9
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $1.06K | Sell |
9
-15
| -63% | -$1.76K | ﹤0.01% | 568 |
|
|
2021
Q4 | $4.41K | Buy |
+24
| New | +$4.41K | ﹤0.01% | 461 |
|