Laurel Wealth Advisors (California)’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 |
-803
| Closed | -$210K | – | 786 |
|
|
2021
Q3 | $210K | Sell |
803
-476
| -37% | -$124K | 0.04% | 432 |
|
|
2021
Q2 | $495K | Sell |
1,279
-17
| -1% | -$6.58K | 0.06% | 277 |
|
|
2021
Q1 | $417K | Sell |
1,296
-600
| -32% | -$193K | 0.06% | 285 |
|
|
2020
Q4 | $640K | Buy |
1,896
+542
| +40% | +$183K | 0.09% | 207 |
|
|
2020
Q3 | $637K | Sell |
1,354
-16
| -1% | -$7.53K | 0.11% | 197 |
|
|
2020
Q2 | $348K | Sell |
1,370
-1,259
| -48% | -$320K | 0.06% | 273 |
|
|
2020
Q1 | $384K | Buy |
+2,629
| New | +$384K | 0.09% | 229 |
|
|
2019
Q3 | – | Sell |
-6,100
| Closed | -$542K | – | 449 |
|
|
2019
Q2 | $542K | Buy |
+6,100
| New | +$542K | 0.12% | 187 |
|