Pinnacle Wealth Planning Services’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 |
-2,247
| Closed | -$243K | – | 447 |
|
|
2022
Q2 | $243K | Buy |
2,247
+71
| +3% | +$7.68K | 0.04% | 293 |
|
|
2022
Q1 | $255K | Buy |
2,176
+37
| +2% | +$4.34K | 0.05% | 307 |
|
|
2021
Q4 | $393K | Buy |
+2,139
| New | +$393K | 0.08% | 207 |
|
|
2021
Q1 | – | Sell |
-30
| Closed | -$10K | – | 2004 |
|
|
2020
Q4 | $10K | Buy |
+30
| New | +$10K | ﹤0.01% | 1404 |
|