MAM
McCarthy Asset Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-591
| Closed | -$69K | – | 310 |
|
|
2022
Q1 | $69K | Hold |
591
| – | – | 0.05% | 66 |
|
|
2021
Q4 | $109K | Hold |
591
| – | – | 0.08% | 56 |
|
|
2021
Q3 | $155K | Hold |
591
| – | – | 0.12% | 40 |
|
|
2021
Q2 | $229K | Buy |
591
+4
| +0.7% | +$1.55K | 0.16% | 34 |
|
|
2021
Q1 | $189K | Buy |
587
+87
| +17% | +$28K | 0.15% | 36 |
|
|
2020
Q4 | $169K | Buy |
+500
| New | +$169K | 0.14% | 36 |
|