Northeast Financial Consultants’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 |
-779
| Closed | -$204K | – | 374 |
|
|
2021
Q3 | $204K | Hold |
779
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $302K | Sell |
779
-290
| -27% | -$112K | 0.02% | 283 |
|
|
2021
Q1 | $343K | Sell |
1,069
-4
| -0.4% | -$1.28K | 0.03% | 254 |
|
|
2020
Q4 | $362K | Buy |
1,073
+92
| +9% | +$31K | 0.03% | 233 |
|
|
2020
Q3 | $461K | Sell |
981
-86
| -8% | -$40.4K | 0.04% | 182 |
|
|
2020
Q2 | $271K | Buy |
+1,067
| New | +$271K | 0.03% | 229 |
|