Sittner & Nelson’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-210
| Closed | -$13.7K | – | 505 |
|
2024
Q1 | $13.7K | Hold |
210
| – | – | 0.01% | 317 |
|
2023
Q4 | $15.1K | Hold |
210
| – | – | 0.01% | 309 |
|
2023
Q3 | $14.7K | Hold |
210
| – | – | 0.01% | 304 |
|
2023
Q2 | $14.3K | Buy |
+210
| New | +$14.3K | 0.01% | 319 |
|
2023
Q1 | – | Sell |
-100
| Closed | -$6.77K | – | 497 |
|
2022
Q4 | $6.77K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
2022
Q3 | $7K | Sell |
100
-50
| -33% | -$3.5K | ﹤0.01% | 364 |
|
2022
Q2 | $16K | Hold |
150
| – | – | 0.01% | 313 |
|
2022
Q1 | $18K | Hold |
150
| – | – | 0.01% | 286 |
|
2021
Q4 | $28K | Hold |
150
| – | – | 0.02% | 244 |
|
2021
Q3 | $39K | Hold |
150
| – | – | 0.03% | 212 |
|
2021
Q2 | $58K | Hold |
150
| – | – | 0.04% | 163 |
|
2021
Q1 | $48K | Hold |
150
| – | – | 0.04% | 181 |
|
2020
Q4 | $51K | Buy |
+150
| New | +$51K | 0.05% | 164 |
|