Schwarz Dygos Wheeler Investment 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 | – | Sell |
-919
| Closed | -$240K | – | 139 |
|
|
2021
Q3 | $240K | Buy |
919
+5
| +0.5% | +$1.31K | 0.09% | 118 |
|
|
2021
Q2 | $354K | Buy |
914
+26
| +3% | +$10.1K | 0.13% | 93 |
|
|
2021
Q1 | $285K | Hold |
888
| – | – | 0.12% | 97 |
|
|
2020
Q4 | $300K | Buy |
888
+5
| +0.6% | +$1.69K | 0.14% | 84 |
|
|
2020
Q3 | $415K | Buy |
883
+8
| +0.9% | +$3.76K | 0.23% | 63 |
|
|
2020
Q2 | $228K | Buy |
+875
| New | +$228K | 0.15% | 77 |
|