Prio Wealth Limited Partnership’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 |
-930
| Closed | -$243K | – | 278 |
|
|
2021
Q3 | $243K | Hold |
930
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $360K | Hold |
930
| – | – | 0.01% | 223 |
|
|
2021
Q1 | $299K | Hold |
930
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $314K | Sell |
930
-100
| -10% | -$33.8K | 0.01% | 232 |
|
|
2020
Q3 | $484K | Hold |
1,030
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $261K | Buy |
+1,030
| New | +$261K | 0.01% | 223 |
|