Sheaff Brock Investment Advisors’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 |
-1,187
| Closed | -$219K | – | 564 |
|
|
2021
Q4 | $219K | Sell |
1,187
-404
| -25% | -$74.5K | 0.01% | 460 |
|
|
2021
Q3 | $416K | Sell |
1,591
-151
| -9% | -$39.5K | 0.03% | 299 |
|
|
2021
Q2 | $675K | Sell |
1,742
-175
| -9% | -$67.8K | 0.05% | 217 |
|
|
2021
Q1 | $615K | Buy |
1,917
+182
| +10% | +$58.4K | 0.05% | 217 |
|
|
2020
Q4 | $585K | Sell |
1,735
-456
| -21% | -$154K | 0.05% | 208 |
|
|
2020
Q3 | $1.03M | Buy |
2,191
+126
| +6% | +$59.2K | 0.09% | 127 |
|
|
2020
Q2 | $524K | Buy |
2,065
+335
| +19% | +$85K | 0.05% | 212 |
|
|
2020
Q1 | $253K | Buy |
+1,730
| New | +$253K | 0.03% | 291 |
|