Tyler-Stone 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
Q3 | – | Sell |
-88
| Closed | -$5.21K | – | 914 |
|
|
2024
Q2 | $5.21K | Hold |
88
| – | – | ﹤0.01% | 731 |
|
|
2024
Q1 | $5.75K | Hold |
88
| – | – | ﹤0.01% | 712 |
|
|
2023
Q4 | $6.33K | Sell |
88
-50
| -36% | -$3.6K | ﹤0.01% | 676 |
|
|
2023
Q3 | $10K | Buy |
138
+30
| +28% | +$2.17K | 0.01% | 614 |
|
|
2023
Q2 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 668 |
|
|
2022
Q4 | $9K | Sell |
128
-77
| -38% | -$5.41K | 0.01% | 580 |
|
|
2022
Q3 | $15K | Hold |
205
| – | – | 0.01% | 478 |
|
|
2022
Q2 | $22K | Hold |
205
| – | – | 0.01% | 435 |
|
|
2022
Q1 | $24K | Hold |
205
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $38K | Buy |
+205
| New | +$38K | 0.02% | 400 |
|