Sigma Planning Corp’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,922
| Closed | -$216K | – | 1365 |
|
|
2023
Q1 | $216K | Buy |
+2,922
| New | +$216K | 0.01% | 1151 |
|
|
2022
Q4 | – | Sell |
-3,188
| Closed | -$235K | – | 1340 |
|
|
2022
Q3 | $235K | Sell |
3,188
-1,150
| -27% | -$84.8K | 0.01% | 1044 |
|
|
2022
Q2 | $468K | Buy |
4,338
+987
| +29% | +$106K | 0.02% | 780 |
|
|
2022
Q1 | $393K | Sell |
3,351
-1,090
| -25% | -$128K | 0.01% | 934 |
|
|
2021
Q4 | $817K | Buy |
4,441
+75
| +2% | +$13.8K | 0.02% | 621 |
|
|
2021
Q3 | $1.14M | Buy |
4,366
+217
| +5% | +$56.8K | 0.03% | 493 |
|
|
2021
Q2 | $1.61M | Sell |
4,149
-1,660
| -29% | -$643K | 0.05% | 387 |
|
|
2021
Q1 | $1.87M | Buy |
5,809
+593
| +11% | +$190K | 0.06% | 326 |
|
|
2020
Q4 | $1.76M | Sell |
5,216
-1,372
| -21% | -$463K | 0.06% | 298 |
|
|
2020
Q3 | $3.1M | Buy |
6,588
+2,066
| +46% | +$971K | 0.12% | 185 |
|
|
2020
Q2 | $1.15M | Sell |
4,522
-4,014
| -47% | -$1.02M | 0.05% | 349 |
|
|
2020
Q1 | $1.25M | Buy |
+8,536
| New | +$1.25M | 0.07% | 276 |
|
|
2019
Q4 | – | Sell |
-4,358
| Closed | -$332K | – | 1096 |
|
|
2019
Q3 | $332K | Buy |
+4,358
| New | +$332K | 0.02% | 714 |
|