Spearhead Capital Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,709
| Closed | -$200K | – | 214 |
|
|
2022
Q1 | $200K | Buy |
1,709
+495
| +41% | +$57.9K | 0.02% | 189 |
|
|
2021
Q4 | $223K | Buy |
1,214
+17
| +1% | +$3.12K | 0.03% | 165 |
|
|
2021
Q3 | $313K | Sell |
1,197
-7
| -0.6% | -$1.83K | 0.04% | 148 |
|
|
2021
Q2 | $466K | Buy |
1,204
+174
| +17% | +$67.3K | 0.06% | 115 |
|
|
2021
Q1 | $331K | Buy |
+1,030
| New | +$331K | 0.05% | 141 |
|