Tradition Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-690
| Closed | -$50K | – | 1220 |
|
|
2023
Q4 | $50K | Buy |
690
+591
| +597% | +$42.8K | 0.01% | 630 |
|
|
2023
Q3 | $7K | Hold |
99
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q2 | $7K | Buy |
99
+24
| +32% | +$1.7K | ﹤0.01% | 1140 |
|
|
2023
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 1126 |
|
|
2022
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 884 |
|
|
2022
Q1 | $9K | Sell |
75
-5
| -6% | -$600 | ﹤0.01% | 927 |
|
|
2021
Q4 | $15K | Sell |
80
-15
| -16% | -$2.81K | ﹤0.01% | 810 |
|
|
2021
Q3 | $25K | Hold |
95
| – | – | ﹤0.01% | 679 |
|
|
2021
Q2 | $37K | Sell |
95
-25
| -21% | -$9.74K | 0.01% | 613 |
|
|
2021
Q1 | $39K | Hold |
120
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $40K | Buy |
+120
| New | +$40K | 0.01% | 452 |
|