Kozak & Associates’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 |
-26
| Closed | -$1.92K | – | 366 |
|
|
2023
Q1 | $1.92K | Hold |
26
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $2K | Sell |
26
-374
| -94% | -$28.8K | ﹤0.01% | 309 |
|
|
2022
Q2 | $43K | Hold |
400
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $41K | Hold |
400
| – | – | 0.03% | 169 |
|
|
2021
Q4 | $41K | Hold |
400
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $105K | Buy |
+400
| New | +$105K | 0.06% | 112 |
|