SWA
Sutton Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$1.18K | – | 872 |
|
|
2023
Q1 | $1.18K | Buy |
+16
| New | +$1.18K | ﹤0.01% | 712 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$2.27K | – | 1751 |
|
|
2022
Q2 | $2.27K | Buy |
21
+6
| +40% | +$648 | ﹤0.01% | 1167 |
|
|
2022
Q1 | $1.76K | Buy |
15
+10
| +200% | +$1.17K | ﹤0.01% | 1220 |
|
|
2021
Q4 | $920 | Sell |
5
-5
| -50% | -$920 | ﹤0.01% | 1347 |
|
|
2021
Q3 | $2.62K | Hold |
10
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q2 | $3.87K | Hold |
10
| – | – | ﹤0.01% | 1085 |
|
|
2021
Q1 | $3.21K | Hold |
10
| – | – | ﹤0.01% | 1073 |
|
|
2020
Q4 | $3.37K | Hold |
10
| – | – | ﹤0.01% | 1039 |
|
|
2020
Q3 | $4.7K | Hold |
10
| – | – | ﹤0.01% | 938 |
|
|
2020
Q2 | $2.54K | Buy |
+10
| New | +$2.54K | ﹤0.01% | 1031 |
|