Sowell Financial Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,114
| Closed | -$1.79M | – | 2813 |
|
2021
Q1 | $1.79M | Sell |
6,114
-208
| -3% | -$61K | 0.06% | 270 |
|
2020
Q4 | $2.13M | Buy |
6,322
+475
| +8% | +$160K | 0.09% | 196 |
|
2020
Q3 | $2.75M | Buy |
5,847
+578
| +11% | +$272K | 0.14% | 132 |
|
2020
Q2 | $1.34M | Buy |
5,269
+3,211
| +156% | +$814K | 0.07% | 227 |
|
2020
Q1 | $301K | Buy |
2,058
+597
| +41% | +$87.3K | 0.02% | 541 |
|
2019
Q4 | $99K | Buy |
1,461
+141
| +11% | +$9.55K | 0.01% | 924 |
|
2019
Q3 | $101K | Buy |
+1,320
| New | +$101K | 0.01% | 830 |
|