Kercheville Advisors’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 |
-2,175
| Closed | -$569K | – | 125 |
|
|
2021
Q3 | $569K | Sell |
2,175
-50
| -2% | -$13.1K | 0.27% | 67 |
|
|
2021
Q2 | $861K | Sell |
2,225
-90
| -4% | -$34.8K | 0.4% | 60 |
|
|
2021
Q1 | $744K | Sell |
2,315
-5
| -0.2% | -$1.61K | 0.37% | 59 |
|
|
2020
Q4 | $785K | Buy |
+2,320
| New | +$785K | 0.43% | 56 |
|