Simplicity Solutions’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,237
| Closed | -$226K | – | 1108 |
|
|
2023
Q3 | $226K | Buy |
+3,237
| New | +$226K | 0.01% | 863 |
|
|
2022
Q4 | – | Sell |
-3,338
| Closed | -$246K | – | 728 |
|
|
2022
Q3 | $246K | Buy |
3,338
+989
| +42% | +$72.9K | 0.04% | 528 |
|
|
2022
Q2 | $254K | Sell |
2,349
-1,031
| -31% | -$111K | 0.03% | 483 |
|
|
2022
Q1 | $396K | Sell |
3,380
-1,190
| -26% | -$139K | 0.05% | 363 |
|
|
2021
Q4 | $840K | Buy |
4,570
+2,868
| +169% | +$527K | 0.09% | 257 |
|
|
2021
Q3 | $445K | Buy |
1,702
+460
| +37% | +$120K | 0.07% | 307 |
|
|
2021
Q2 | $481K | Buy |
1,242
+184
| +17% | +$71.3K | 0.1% | 234 |
|
|
2021
Q1 | $340K | Sell |
1,058
-4,298
| -80% | -$1.38M | 0.07% | 293 |
|
|
2020
Q4 | $1.81M | Buy |
5,356
+1,656
| +45% | +$559K | 0.03% | 414 |
|
|
2020
Q3 | $1.74M | Sell |
3,700
-169
| -4% | -$79.4K | 0.03% | 361 |
|
|
2020
Q2 | $981K | Sell |
3,869
-5,564
| -59% | -$1.41M | 0.02% | 472 |
|
|
2020
Q1 | $1.38M | Buy |
+9,433
| New | +$1.38M | 0.04% | 280 |
|