Moneta Group Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,789
| Closed | -$329K | – | 502 |
|
|
2021
Q4 | $329K | Sell |
1,789
-123
| -6% | -$22.6K | 0.01% | 365 |
|
|
2021
Q3 | $500K | Buy |
1,912
+1,008
| +112% | +$264K | 0.02% | 280 |
|
|
2021
Q2 | $350K | Buy |
904
+20
| +2% | +$7.74K | 0.02% | 334 |
|
|
2021
Q1 | $284K | Buy |
+884
| New | +$284K | 0.02% | 343 |
|
|
2020
Q4 | – | Sell |
-538
| Closed | -$253K | – | 325 |
|
|
2020
Q3 | $253K | Buy |
+538
| New | +$253K | 0.02% | 235 |
|