Sawyer & Company’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 |
-500
| Closed | -$92K | – | 186 |
|
|
2021
Q4 | $92K | Hold |
500
| – | – | 0.04% | 122 |
|
|
2021
Q3 | $131K | Hold |
500
| – | – | 0.06% | 110 |
|
|
2021
Q2 | $194K | Hold |
500
| – | – | 0.09% | 100 |
|
|
2021
Q1 | $161K | Hold |
500
| – | – | 0.08% | 102 |
|
|
2020
Q4 | $169K | Hold |
500
| – | – | 0.09% | 100 |
|
|
2020
Q3 | $235K | Sell |
500
-1,000
| -67% | -$470K | 0.14% | 91 |
|
|
2020
Q2 | $380K | Sell |
1,500
-1,500
| -50% | -$380K | 0.24% | 82 |
|
|
2020
Q1 | $438K | Hold |
3,000
| – | – | 0.35% | 70 |
|
|
2019
Q4 | $204K | Buy |
+3,000
| New | +$204K | 0.13% | 96 |
|