PWA
Phoenix Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,143
| Closed | -$217K | – | 121 |
|
|
2023
Q4 | $217K | Sell |
3,143
-59
| -2% | -$4.08K | 0.15% | 107 |
|
|
2023
Q3 | $224K | Sell |
3,202
-24
| -0.7% | -$1.68K | 0.13% | 105 |
|
|
2023
Q2 | $219K | Sell |
3,226
-167
| -5% | -$11.3K | 0.13% | 102 |
|
|
2023
Q1 | $251K | Sell |
3,393
-71
| -2% | -$5.24K | 0.16% | 91 |
|
|
2022
Q4 | $235K | Sell |
3,464
-515
| -13% | -$34.9K | 0.14% | 97 |
|
|
2022
Q3 | $293K | Sell |
3,979
-2,745
| -41% | -$202K | 0.29% | 74 |
|
|
2022
Q2 | $726K | Sell |
6,724
-846
| -11% | -$91.3K | 0.72% | 35 |
|
|
2022
Q1 | $879K | Buy |
+7,570
| New | +$879K | 0.91% | 26 |
|
|
2021
Q4 | – | Sell |
-43
| Closed | -$11K | – | 365 |
|
|
2021
Q3 | $11K | Sell |
43
-2,995
| -99% | -$766K | 0.01% | 300 |
|
|
2021
Q2 | $1.22M | Buy |
3,038
+784
| +35% | +$315K | 0.88% | 31 |
|
|
2021
Q1 | $735K | Buy |
+2,254
| New | +$735K | 0.57% | 45 |
|