Reilly Financial 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 | $32K | Buy |
176
+100
| +132% | +$18.2K | ﹤0.01% | 481 |
|
2021
Q3 | $20K | Sell |
76
-25
| -25% | -$6.58K | ﹤0.01% | 532 |
|
2021
Q2 | $39K | Buy |
101
+36
| +55% | +$13.9K | ﹤0.01% | 416 |
|
2021
Q1 | $21K | Sell |
65
-20
| -24% | -$6.46K | ﹤0.01% | 533 |
|
2020
Q4 | $29K | Hold |
85
| – | – | ﹤0.01% | 426 |
|
2020
Q3 | $40K | Buy |
85
+20
| +31% | +$9.41K | ﹤0.01% | 334 |
|
2020
Q2 | $16K | Hold |
65
| – | – | ﹤0.01% | 495 |
|
2020
Q1 | $9K | Buy |
+65
| New | +$9K | ﹤0.01% | 579 |
|