M Holdings Securities’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 |
-7,979
| Closed | -$589K | – | 464 |
|
|
2023
Q1 | $589K | Buy |
7,979
+3,716
| +87% | +$274K | 0.06% | 163 |
|
|
2022
Q4 | $289K | Sell |
4,263
-405
| -9% | -$27.5K | 0.03% | 348 |
|
|
2022
Q3 | $344K | Sell |
4,668
-390
| -8% | -$28.7K | 0.04% | 306 |
|
|
2022
Q2 | $546K | Sell |
5,058
-865
| -15% | -$93.4K | 0.06% | 232 |
|
|
2022
Q1 | $694K | Buy |
+5,923
| New | +$694K | 0.05% | 240 |
|