Stonebridge Financial Planning Group’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5
| Closed | -$2K | – | 435 |
|
|
2021
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 406 |
|
|
2021
Q1 | $2K | Sell |
5
-100
| -95% | -$40K | ﹤0.01% | 411 |
|
|
2020
Q4 | $35K | Buy |
105
+5
| +5% | +$1.67K | 0.02% | 230 |
|
|
2020
Q3 | $56K | Sell |
100
-100
| -50% | -$56K | 0.04% | 171 |
|
|
2020
Q2 | $52K | Buy |
+200
| New | +$52K | 0.04% | 176 |
|