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