Montecito Bank & Trust’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 |
-835
| Closed | -$218K | – | 270 |
|
|
2021
Q3 | $218K | Hold |
835
| – | – | 0.04% | 246 |
|
|
2021
Q2 | $323K | Hold |
835
| – | – | 0.06% | 214 |
|
|
2021
Q1 | $268K | Hold |
835
| – | – | 0.06% | 222 |
|
|
2020
Q4 | $282K | Hold |
835
| – | – | 0.06% | 209 |
|
|
2020
Q3 | $393K | Hold |
835
| – | – | 0.1% | 157 |
|
|
2020
Q2 | $212K | Buy |
+835
| New | +$212K | 0.06% | 191 |
|