Personal Capital Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,666
| Closed | -$296K | – | 561 |
|
|
2021
Q4 | $296K | Buy |
1,666
+358
| +27% | +$63.6K | ﹤0.01% | 442 |
|
|
2021
Q3 | $342K | Buy |
1,308
+13
| +1% | +$3.4K | ﹤0.01% | 377 |
|
|
2021
Q2 | $501K | Buy |
1,295
+309
| +31% | +$120K | ﹤0.01% | 310 |
|
|
2021
Q1 | $317K | Sell |
986
-68
| -6% | -$21.9K | ﹤0.01% | 373 |
|
|
2020
Q4 | $356K | Buy |
1,054
+135
| +15% | +$45.6K | ﹤0.01% | 347 |
|
|
2020
Q3 | $432K | Buy |
+919
| New | +$432K | ﹤0.01% | 297 |
|