PWM
Prentice Wealth Management’s Zoom ZM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 183 |
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 196 |
|
2021
Q4 | – | Sell |
-4
| Closed | -$1K | – | 321 |
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 339 |
|
2021
Q2 | $2K | Sell |
4
-8
| -67% | -$4K | ﹤0.01% | 302 |
|
2021
Q1 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 282 |
|