SlateStone Wealth’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,320
| Closed | -$2.45M | – | 176 |
|
|
2021
Q2 | $2.45M | Sell |
6,320
-40
| -0.6% | -$15.5K | 0.56% | 42 |
|
|
2021
Q1 | $2.04M | Buy |
6,360
+3,200
| +101% | +$1.03M | 0.5% | 51 |
|
|
2020
Q4 | $1.07M | Buy |
3,160
+970
| +44% | +$327K | 0.27% | 82 |
|
|
2020
Q3 | $1.03M | Buy |
2,190
+200
| +10% | +$94.1K | 0.22% | 99 |
|
|
2020
Q2 | $505K | Buy |
+1,990
| New | +$505K | 0.11% | 130 |
|