SPWG
Sage Private Wealth Group’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15
| Closed | -$1K | – | 190 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 186 |
|
|
2022
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 162 |
|
|
2022
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 166 |
|
|
2021
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 166 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $6K | Hold |
15
| – | – | 0.01% | 149 |
|
|
2021
Q1 | $5K | Hold |
15
| – | – | 0.01% | 154 |
|
|
2020
Q4 | $5K | Buy |
+15
| New | +$5K | 0.01% | 146 |
|