TWA
TCI Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-478
| Closed | -$35.3K | – | 2307 |
|
|
2023
Q1 | $35.3K | Sell |
478
-7
| -1% | -$517 | ﹤0.01% | 524 |
|
|
2022
Q4 | $32.9K | Sell |
485
-44
| -8% | -$2.98K | ﹤0.01% | 520 |
|
|
2022
Q3 | $39K | Buy |
529
+194
| +58% | +$14.3K | 0.01% | 438 |
|
|
2022
Q2 | $36K | Sell |
335
-302
| -47% | -$32.5K | 0.01% | 456 |
|
|
2022
Q1 | $75K | Buy |
637
+299
| +88% | +$35.2K | 0.01% | 313 |
|
|
2021
Q4 | $62K | Buy |
338
+30
| +10% | +$5.5K | 0.01% | 358 |
|
|
2021
Q3 | $81K | Buy |
308
+36
| +13% | +$9.47K | 0.01% | 311 |
|
|
2021
Q2 | $105K | Sell |
272
-255
| -48% | -$98.4K | 0.02% | 249 |
|
|
2021
Q1 | $169K | Buy |
527
+174
| +49% | +$55.8K | 0.07% | 165 |
|
|
2020
Q4 | $119K | Buy |
353
+156
| +79% | +$52.6K | 0.05% | 187 |
|
|
2020
Q3 | $93K | Buy |
197
+13
| +7% | +$6.14K | 0.04% | 202 |
|
|
2020
Q2 | $47K | Sell |
184
-56
| -23% | -$14.3K | 0.02% | 307 |
|
|
2020
Q1 | $35K | Buy |
+240
| New | +$35K | 0.02% | 353 |
|