SDH
Sloy Dahl & Holst’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,497
| Closed | -$251K | – | 95 |
|
|
2023
Q4 | $251K | Sell |
3,497
-375
| -10% | -$27K | 0.05% | 71 |
|
|
2023
Q3 | $271K | Buy |
3,872
+127
| +3% | +$8.88K | 0.06% | 66 |
|
|
2023
Q2 | $254K | Buy |
3,745
+31
| +0.8% | +$2.1K | 0.05% | 64 |
|
|
2023
Q1 | $274K | Sell |
3,714
-34
| -0.9% | -$2.51K | 0.06% | 57 |
|
|
2022
Q4 | $254K | Buy |
3,748
+214
| +6% | +$14.5K | 0.09% | 56 |
|
|
2022
Q3 | $260K | Sell |
3,534
-22
| -0.6% | -$1.62K | 0.05% | 63 |
|
|
2022
Q2 | $384K | Sell |
3,556
-660
| -16% | -$71.3K | 0.09% | 48 |
|
|
2022
Q1 | $494K | Sell |
4,216
-1,913
| -31% | -$224K | 0.08% | 42 |
|
|
2021
Q4 | $1.6M | Hold |
6,129
| – | – | 0.34% | 25 |
|
|
2021
Q3 | $1.6M | Sell |
6,129
-1,102
| -15% | -$288K | 0.34% | 25 |
|
|
2021
Q2 | $2.8M | Sell |
7,231
-2,500
| -26% | -$967K | 0.38% | 22 |
|
|
2021
Q1 | $3.13M | Buy |
9,731
+5,673
| +140% | +$1.82M | 0.45% | 18 |
|
|
2020
Q4 | $1.54M | Sell |
4,058
-6,733
| -62% | -$2.55M | 0.74% | 16 |
|
|
2020
Q3 | $5.54M | Buy |
10,791
+4,116
| +62% | +$2.11M | 2.11% | 7 |
|
|
2020
Q2 | $1.69M | Buy |
+6,675
| New | +$1.69M | 0.8% | 12 |
|