Sugarloaf Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.36K | – | 788 |
|
|
2022
Q4 | $1.36K | Sell |
20
-142
| -88% | -$9.62K | ﹤0.01% | 695 |
|
|
2022
Q3 | $12K | Buy |
162
+80
| +98% | +$5.93K | ﹤0.01% | 502 |
|
|
2022
Q2 | $9K | Hold |
82
| – | – | ﹤0.01% | 531 |
|
|
2022
Q1 | $10K | Hold |
82
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $15K | Hold |
82
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $21K | Hold |
82
| – | – | 0.01% | 417 |
|
|
2021
Q2 | $32K | Hold |
82
| – | – | 0.01% | 338 |
|
|
2021
Q1 | $26 | Hold |
82
| – | – | 0.01% | 364 |
|
|
2020
Q4 | $28K | Buy |
82
+2
| +3% | +$683 | 0.01% | 333 |
|
|
2020
Q3 | $38K | Sell |
80
-55
| -41% | -$26.1K | 0.01% | 265 |
|
|
2020
Q2 | $34K | Buy |
135
+60
| +80% | +$15.1K | 0.01% | 282 |
|
|
2020
Q1 | $11K | Buy |
+75
| New | +$11K | ﹤0.01% | 427 |
|