RegentAtlantic Capital’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,798
| Closed | -$331K | – | 727 |
|
|
2021
Q4 | $331K | Sell |
1,798
-7,605
| -81% | -$1.4M | 0.01% | 549 |
|
|
2021
Q3 | $2.46M | Sell |
9,403
-607
| -6% | -$159K | 0.07% | 180 |
|
|
2021
Q2 | $3.87M | Sell |
10,010
-609
| -6% | -$236K | 0.12% | 138 |
|
|
2021
Q1 | $3.41M | Sell |
10,619
-1,034
| -9% | -$332K | 0.12% | 141 |
|
|
2020
Q4 | $3.93M | Sell |
11,653
-11,275
| -49% | -$3.8M | 0.16% | 117 |
|
|
2020
Q3 | $10.8M | Buy |
+22,928
| New | +$10.8M | 0.48% | 38 |
|