SIAP
Sterling Investment Advisors (Pennsylvania)’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,055
| Closed | -$114K | – | 546 |
|
|
2022
Q2 | $114K | Buy |
1,055
+200
| +23% | +$21.6K | 0.04% | 167 |
|
|
2022
Q1 | $100K | Buy |
855
+55
| +7% | +$6.43K | 0.03% | 194 |
|
|
2021
Q4 | $147K | Hold |
800
| – | – | 0.04% | 169 |
|
|
2021
Q3 | $209K | Hold |
800
| – | – | 0.06% | 145 |
|
|
2021
Q2 | $310K | Hold |
800
| – | – | 0.09% | 128 |
|
|
2021
Q1 | $257K | Sell |
800
-188
| -19% | -$60.4K | 0.08% | 128 |
|
|
2020
Q4 | $333K | Sell |
988
-1,200
| -55% | -$404K | 0.11% | 109 |
|
|
2020
Q3 | $1.03M | Sell |
2,188
-5,100
| -70% | -$2.4M | 0.4% | 66 |
|
|
2020
Q2 | $1.85M | Sell |
7,288
-7,315
| -50% | -$1.85M | 0.77% | 36 |
|
|
2020
Q1 | $2.13M | Buy |
14,603
+8,003
| +121% | +$1.17M | 1.13% | 21 |
|
|
2019
Q4 | $449K | Buy |
+6,600
| New | +$449K | 0.21% | 83 |
|