SWMP
Signature Wealth Management Partners’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,426
| Closed | -$262K | – | 110 |
|
|
2022
Q2 | $262K | Buy |
2,426
+105
| +5% | +$11.3K | 0.27% | 81 |
|
|
2022
Q1 | $272K | Buy |
+2,321
| New | +$272K | 0.23% | 89 |
|
|
2021
Q4 | – | Sell |
-841
| Closed | -$220K | – | 117 |
|
|
2021
Q3 | $220K | Hold |
841
| – | – | 0.2% | 101 |
|
|
2021
Q2 | $325K | Hold |
841
| – | – | 0.3% | 79 |
|
|
2021
Q1 | $270K | Hold |
841
| – | – | 0.26% | 81 |
|
|
2020
Q4 | $284K | Buy |
+841
| New | +$284K | 0.28% | 72 |
|