OneDigital Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-597
| Closed | -$231K | – | 787 |
|
|
2021
Q2 | $231K | Sell |
597
-120
| -17% | -$46.4K | 0.01% | 626 |
|
|
2021
Q1 | $230K | Buy |
717
+17
| +2% | +$5.45K | 0.01% | 570 |
|
|
2020
Q4 | $236K | Sell |
700
-691
| -50% | -$233K | 0.01% | 546 |
|
|
2020
Q3 | $654K | Sell |
1,391
-489
| -26% | -$230K | 0.05% | 257 |
|
|
2020
Q2 | $477K | Sell |
1,880
-10
| -0.5% | -$2.54K | 0.03% | 316 |
|
|
2020
Q1 | $276K | Buy |
+1,890
| New | +$276K | 0.02% | 387 |
|