Mutual Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,277
| Closed | -$315K | – | 985 |
|
|
2022
Q3 | $315K | Buy |
4,277
+73
| +2% | +$5.38K | 0.02% | 699 |
|
|
2022
Q2 | $454K | Sell |
4,204
-721
| -15% | -$77.9K | 0.03% | 557 |
|
|
2022
Q1 | $577K | Buy |
4,925
+582
| +13% | +$68.2K | 0.03% | 537 |
|
|
2021
Q4 | $799K | Sell |
4,343
-400
| -8% | -$73.6K | 0.04% | 451 |
|
|
2021
Q3 | $1.24M | Buy |
4,743
+596
| +14% | +$156K | 0.07% | 308 |
|
|
2021
Q2 | $1.61M | Buy |
4,147
+1,982
| +92% | +$767K | 0.1% | 261 |
|
|
2021
Q1 | $696K | Buy |
2,165
+131
| +6% | +$42.1K | 0.05% | 409 |
|
|
2020
Q4 | $686K | Sell |
2,034
-292
| -13% | -$98.5K | 0.05% | 400 |
|
|
2020
Q3 | $1.09M | Buy |
2,326
+141
| +6% | +$66.3K | 0.09% | 227 |
|
|
2020
Q2 | $554K | Buy |
2,185
+394
| +22% | +$99.9K | 0.05% | 358 |
|
|
2020
Q1 | $262K | Buy |
+1,791
| New | +$262K | 0.04% | 433 |
|