Rehmann Capital Advisory Group’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 |
-1,229
| Closed | -$226K | – | 595 |
|
|
2021
Q4 | $226K | Buy |
+1,229
| New | +$226K | 0.02% | 496 |
|
|
2021
Q3 | – | Sell |
-549
| Closed | -$214K | – | 575 |
|
|
2021
Q2 | $214K | Sell |
549
-756
| -58% | -$295K | 0.02% | 508 |
|
|
2021
Q1 | $418K | Buy |
1,305
+469
| +56% | +$150K | 0.04% | 333 |
|
|
2020
Q4 | $474K | Sell |
836
-299
| -26% | -$170K | 0.05% | 277 |
|
|
2020
Q3 | $534K | Buy |
+1,135
| New | +$534K | 0.07% | 236 |
|
|
2019
Q3 | $15.2K | Buy |
+200
| New | +$15.2K | ﹤0.01% | 938 |
|