Northwest & Ethical Investments’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,571
| Closed | -$1.3M | – | 408 |
|
|
2023
Q3 | $1.3M | Hold |
18,571
| – | – | 0.04% | 256 |
|
|
2023
Q2 | $1.26M | Hold |
18,571
| – | – | 0.04% | 274 |
|
|
2023
Q1 | $1.37M | Hold |
18,571
| – | – | 0.05% | 284 |
|
|
2022
Q4 | $1.26M | Buy |
18,571
+2,276
| +14% | +$154K | 0.04% | 280 |
|
|
2022
Q3 | $1.2M | Hold |
16,295
| – | – | 0.05% | 277 |
|
|
2022
Q2 | $1.76M | Buy |
16,295
+1,695
| +12% | +$183K | 0.07% | 251 |
|
|
2022
Q1 | $1.71M | Buy |
14,600
+8,600
| +143% | +$1.01M | 0.05% | 263 |
|
|
2021
Q4 | $1.1M | Buy |
+6,000
| New | +$1.1M | 0.03% | 295 |
|