KPW
Kore Private Wealth’s Zoom ZM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-944
| Closed | -$247K | – | 455 |
|
2021
Q3 | $247K | Sell |
944
-3
| -0.3% | -$785 | 0.03% | 374 |
|
2021
Q2 | $367K | Sell |
947
-1
| -0.1% | -$388 | 0.04% | 280 |
|
2021
Q1 | $305K | Sell |
948
-3,716
| -80% | -$1.2M | 0.04% | 268 |
|
2020
Q4 | $1.57M | Buy |
4,664
+1,581
| +51% | +$534K | 0.24% | 66 |
|
2020
Q3 | $1.45M | Buy |
3,083
+3
| +0.1% | +$1.41K | 0.28% | 67 |
|
2020
Q2 | $780K | Buy |
3,080
+193
| +7% | +$48.9K | 0.16% | 98 |
|
2020
Q1 | $422K | Buy |
+2,887
| New | +$422K | 0.1% | 125 |
|