Strategic Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,089
| Closed | -$284K | – | 202 |
|
2021
Q3 | $284K | Buy |
1,089
+300
| +38% | +$78.2K | 0.06% | 152 |
|
2021
Q2 | $305K | Sell |
789
-51
| -6% | -$19.7K | 0.08% | 134 |
|
2021
Q1 | $269K | Sell |
840
-94
| -10% | -$30.1K | 0.08% | 135 |
|
2020
Q4 | $319K | Sell |
934
-38
| -4% | -$13K | 0.09% | 125 |
|
2020
Q3 | $471K | Buy |
972
+19
| +2% | +$9.21K | 0.16% | 102 |
|
2020
Q2 | $248K | Buy |
+953
| New | +$248K | 0.09% | 127 |
|