Rational Advisors’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 |
-3,070
| Closed | -$803K | – | 211 |
|
|
2021
Q3 | $803K | Buy |
3,070
+975
| +47% | +$255K | 0.06% | 111 |
|
|
2021
Q2 | $811K | Sell |
2,095
-305
| -13% | -$118K | 0.1% | 102 |
|
|
2021
Q1 | $771K | Sell |
2,400
-1,645
| -41% | -$528K | 0.14% | 114 |
|
|
2020
Q4 | $1.36M | Sell |
4,045
-145
| -3% | -$48.9K | 0.37% | 55 |
|
|
2020
Q3 | $1.97M | Buy |
4,190
+90
| +2% | +$42.3K | 0.84% | 30 |
|
|
2020
Q2 | $1.04M | Buy |
4,100
+400
| +11% | +$101K | 0.54% | 67 |
|
|
2020
Q1 | $541K | Buy |
+3,700
| New | +$541K | 0.39% | 70 |
|