Sowa Financial Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,427
| Closed | -$262K | – | 73 |
|
|
2021
Q4 | $262K | Hold |
1,427
| – | – | 0.15% | 60 |
|
|
2021
Q3 | $373K | Buy |
1,427
+200
| +16% | +$52.3K | 0.24% | 48 |
|
|
2021
Q2 | $475K | Hold |
1,227
| – | – | 0.35% | 39 |
|
|
2021
Q1 | $394K | Hold |
1,227
| – | – | 0.28% | 45 |
|
|
2020
Q4 | $414K | Buy |
1,227
+50
| +4% | +$16.9K | 0.28% | 41 |
|
|
2020
Q3 | $553K | Buy |
1,177
+430
| +58% | +$202K | 0.4% | 36 |
|
|
2020
Q2 | $189K | Buy |
747
+680
| +1,015% | +$172K | 0.14% | 65 |
|
|
2020
Q1 | $10K | Buy |
+67
| New | +$10K | 0.01% | 210 |
|