Patriot Financial Group Insurance Agency’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-171
| Closed | -$18K | – | 1996 |
|
|
2022
Q2 | $18K | Sell |
171
-85
| -33% | -$8.95K | ﹤0.01% | 1049 |
|
|
2022
Q1 | $30K | Buy |
256
+8
| +3% | +$938 | 0.01% | 949 |
|
|
2021
Q4 | $46K | Sell |
248
-45
| -15% | -$8.35K | 0.01% | 903 |
|
|
2021
Q3 | $77K | Sell |
293
-2
| -0.7% | -$526 | 0.01% | 730 |
|
|
2021
Q2 | $114K | Sell |
295
-73
| -20% | -$28.2K | 0.02% | 580 |
|
|
2021
Q1 | $118K | Buy |
368
+53
| +17% | +$17K | 0.03% | 514 |
|
|
2020
Q4 | $106K | Sell |
315
-166
| -35% | -$55.9K | 0.03% | 488 |
|
|
2020
Q3 | $226K | Sell |
481
-369
| -43% | -$173K | 0.07% | 247 |
|
|
2020
Q2 | $216K | Buy |
850
+800
| +1,600% | +$203K | 0.08% | 225 |
|
|
2020
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 991 |
|