Lido Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,550
| Closed | -$579K | – | 1066 |
|
|
2022
Q4 | $579K | Buy |
8,550
+5,084
| +147% | +$344K | 0.01% | 485 |
|
|
2022
Q3 | $254K | Sell |
3,466
-53
| -2% | -$3.88K | ﹤0.01% | 721 |
|
|
2022
Q2 | $380K | Sell |
3,519
-50
| -1% | -$5.4K | 0.01% | 551 |
|
|
2022
Q1 | $418K | Sell |
3,569
-1,509
| -30% | -$177K | ﹤0.01% | 585 |
|
|
2021
Q4 | $933K | Buy |
5,078
+553
| +12% | +$102K | 0.01% | 389 |
|
|
2021
Q3 | $1.18M | Sell |
4,525
-684
| -13% | -$179K | 0.02% | 328 |
|
|
2021
Q2 | $2.02M | Buy |
5,209
+3,352
| +181% | +$1.3M | 0.03% | 229 |
|
|
2021
Q1 | $597K | Sell |
1,857
-811
| -30% | -$261K | 0.01% | 404 |
|
|
2020
Q4 | $899K | Buy |
2,668
+1,329
| +99% | +$448K | 0.02% | 306 |
|
|
2020
Q3 | $629K | Sell |
1,339
-1,520
| -53% | -$714K | 0.02% | 301 |
|
|
2020
Q2 | $725K | Buy |
+2,859
| New | +$725K | 0.02% | 255 |
|