Professional Planning’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $904K | Sell |
3,457
-493
| -12% | -$129K | 0.43% | 46 |
|
|
2021
Q2 | $1.53M | Sell |
3,950
-1,444
| -27% | -$559K | 0.7% | 29 |
|
|
2021
Q1 | $1.73M | Sell |
5,394
-1,113
| -17% | -$358K | 0.85% | 25 |
|
|
2020
Q4 | $2.2M | Buy |
+6,507
| New | +$2.2M | 0.89% | 22 |
|
|
2020
Q3 | – | Sell |
-5,437
| Closed | -$1.38M | – | 113 |
|
|
2020
Q2 | $1.38M | Buy |
+5,437
| New | +$1.38M | 0.73% | 29 |
|