Oxler Private Wealth’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 |
-301
| Closed | -$22.1K | – | 433 |
|
|
2022
Q3 | $22.1K | Sell |
301
-100
| -25% | -$7.36K | 0.01% | 286 |
|
|
2022
Q2 | $43.3K | Buy |
+401
| New | +$43.3K | 0.02% | 155 |
|
|
2022
Q1 | – | Sell |
-5,801
| Closed | -$1.07M | – | 121 |
|
|
2021
Q4 | $1.07M | Buy |
5,801
+3,975
| +218% | +$730K | 0.44% | 59 |
|
|
2021
Q3 | $1M | Hold |
1,826
| – | – | 0.44% | 61 |
|
|
2021
Q2 | $706K | Buy |
1,826
+300
| +20% | +$116K | 0.31% | 89 |
|
|
2021
Q1 | $490K | Buy |
1,526
+951
| +165% | +$305K | 0.25% | 86 |
|
|
2020
Q4 | $193K | Buy |
+575
| New | +$193K | 0.11% | 104 |
|