Pinnacle Family Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,035
| Closed | -$686K | – | 155 |
|
|
2020
Q4 | $686K | Buy |
2,035
+755
| +59% | +$255K | 0.42% | 52 |
|
|
2020
Q3 | $602K | Hold |
1,280
| – | – | 0.41% | 38 |
|
|
2020
Q2 | $325K | Buy |
+1,280
| New | +$325K | 0.28% | 51 |
|
|
2019
Q4 | – | Sell |
-3,100
| Closed | -$236K | – | 86 |
|
|
2019
Q3 | $236K | Hold |
3,100
| – | – | 0.21% | 70 |
|
|
2019
Q2 | $275K | Buy |
+3,100
| New | +$275K | 0.23% | 68 |
|