Managed Asset Portfolios’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 |
-7,000
| Closed | -$1.83M | – | 36 |
|
2021
Q3 | $1.83M | Hold |
7,000
| – | – | 0.28% | 32 |
|
2021
Q2 | $2.71M | Sell |
7,000
-7,000
| -50% | -$2.71M | 0.4% | 32 |
|
2021
Q1 | $4.5M | Hold |
14,000
| – | – | 0.72% | 29 |
|
2020
Q4 | $4.72M | Hold |
14,000
| – | – | 0.83% | 26 |
|
2020
Q3 | $6.58M | Buy |
+14,000
| New | +$6.58M | 1.31% | 24 |
|