Kovack 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 |
-1,127
| Closed | -$295K | – | 743 |
|
2021
Q3 | $295K | Sell |
1,127
-115
| -9% | -$30.1K | 0.03% | 537 |
|
2021
Q2 | $481K | Sell |
1,242
-196
| -14% | -$75.9K | 0.05% | 363 |
|
2021
Q1 | $462K | Buy |
1,438
+128
| +10% | +$41.1K | 0.06% | 333 |
|
2020
Q4 | $442K | Sell |
1,310
-77
| -6% | -$26K | 0.06% | 311 |
|
2020
Q3 | $652K | Buy |
1,387
+478
| +53% | +$225K | 0.12% | 192 |
|
2020
Q2 | $230K | Sell |
909
-1,725
| -65% | -$436K | 0.04% | 369 |
|
2020
Q1 | $385K | Buy |
+2,634
| New | +$385K | 0.09% | 235 |
|