NIA Impact Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,865
| Closed | -$219K | – | 70 |
|
|
2022
Q1 | $219K | Sell |
1,865
-310
| -14% | -$36.4K | 0.11% | 60 |
|
|
2021
Q4 | $317K | Sell |
2,175
-169
| -7% | -$24.6K | 0.17% | 54 |
|
|
2021
Q3 | $613K | Buy |
2,344
+330
| +16% | +$86.3K | 0.26% | 51 |
|
|
2021
Q2 | $780K | Buy |
2,014
+7
| +0.3% | +$2.71K | 0.38% | 48 |
|
|
2021
Q1 | $645K | Buy |
2,007
+454
| +29% | +$146K | 0.35% | 46 |
|
|
2020
Q4 | $532K | Buy |
+1,553
| New | +$532K | 0.28% | 47 |
|