Plancorp LLC’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,640
| Closed | -$3.31M | – | 247 |
|
|
2021
Q3 | $3.31M | Sell |
12,640
-19,095
| -60% | -$4.99M | 0.23% | 37 |
|
|
2021
Q2 | $12.3M | Sell |
31,735
-43
| -0.1% | -$16.6K | 0.96% | 14 |
|
|
2021
Q1 | $10.2M | Sell |
31,778
-38
| -0.1% | -$12.2K | 2.25% | 10 |
|
|
2020
Q4 | $10.7M | Buy |
31,816
+58
| +0.2% | +$19.6K | 2.64% | 7 |
|
|
2020
Q3 | $14.9M | Sell |
31,758
-2,892
| -8% | -$1.36M | 4.53% | 5 |
|
|
2020
Q2 | $8.79M | Sell |
34,650
-29,900
| -46% | -$7.58M | 2.65% | 7 |
|
|
2020
Q1 | $9.43M | Sell |
64,550
-22,500
| -26% | -$3.29M | 3.65% | 7 |
|
|
2019
Q4 | $5.92M | Buy |
+87,050
| New | +$5.92M | 1.81% | 12 |
|