SWM
Selective Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$15K | – | 756 |
|
|
2022
Q3 | $15K | Sell |
200
-5
| -2% | -$375 | 0.01% | 473 |
|
|
2022
Q2 | $22K | Sell |
205
-400
| -66% | -$42.9K | 0.01% | 451 |
|
|
2022
Q1 | $71K | Sell |
605
-420
| -41% | -$49.3K | 0.03% | 247 |
|
|
2021
Q4 | $189K | Buy |
1,025
+100
| +11% | +$18.4K | 0.08% | 127 |
|
|
2021
Q3 | $242K | Buy |
925
+600
| +185% | +$157K | 0.13% | 88 |
|
|
2021
Q2 | $126K | Buy |
325
+270
| +491% | +$105K | 0.1% | 94 |
|
|
2021
Q1 | $18K | Buy |
55
+50
| +1,000% | +$16.4K | 0.02% | 206 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 350 |
|