Mark Sheptoff Financial Planning’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-210
| Closed | -$15.1K | – | 427 |
|
|
2023
Q4 | $15.1K | Sell |
210
-300
| -59% | -$21.6K | 0.01% | 251 |
|
|
2023
Q3 | $35.7K | Hold |
510
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $34.6K | Hold |
510
| – | – | 0.02% | 187 |
|
|
2023
Q1 | $37.7K | Hold |
510
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $34.5K | Hold |
510
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $38K | Hold |
510
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $55K | Buy |
510
+300
| +143% | +$32.4K | 0.03% | 151 |
|
|
2022
Q1 | $25K | Sell |
210
-100
| -32% | -$11.9K | 0.01% | 232 |
|
|
2021
Q4 | $57K | Hold |
310
| – | – | 0.03% | 178 |
|
|
2021
Q3 | $81K | Hold |
310
| – | – | 0.04% | 150 |
|
|
2021
Q2 | $120K | Hold |
310
| – | – | 0.06% | 129 |
|
|
2021
Q1 | $100K | Hold |
310
| – | – | 0.06% | 125 |
|
|
2020
Q4 | $105K | Hold |
310
| – | – | 0.06% | 128 |
|
|
2020
Q3 | $146K | Buy |
310
+60
| +24% | +$28.3K | 0.09% | 107 |
|
|
2020
Q2 | $63K | Sell |
250
-950
| -79% | -$239K | 0.04% | 137 |
|
|
2020
Q1 | $175K | Buy |
+1,200
| New | +$175K | 0.13% | 84 |
|