SFS
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Sowell Financial Services’s Zoom ZM Stock Holding History

Sowell Financial Services’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,114
Closed -$1.79M – 2812
2021
Q1 		$1.79M Sell
6,114
-208
-3% -$76.6K 0.06% 270
2020
Q4 		$2.13M Buy
6,322
+475
+8% +$212K 0.09% 196
2020
Q3 		$2.75M Buy
5,847
+578
+11% +$185K 0.14% 132
2020
Q2 		$1.34M Buy
5,269
+3,211
+156% +$578K 0.07% 227
2020
Q1 		$301K Buy
2,058
+597
+41% +$58.9K 0.02% 541
2019
Q4 		$99K Buy
1,461
+141
+11% +$9.7K 0.01% 924
2019
Q3 		$101K Buy
+1,320
New +$119K 0.01% 830

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