RE Dickinson Investment Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12
| Closed | -$1K | – | 290 |
|
|
2023
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 378 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 251 |
|
|
2022
Q2 | $1 | Sell |
12
-50
| -81% | -$4 | ﹤0.01% | 280 |
|
|
2022
Q1 | $7K | Buy |
62
+1
| +2% | +$113 | ﹤0.01% | 200 |
|
|
2021
Q4 | $11K | Buy |
+61
| New | +$11K | 0.01% | 173 |
|