Valeo Financial Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,446
| Closed | -$264K | – | 519 |
|
|
2022
Q2 | $264K | Buy |
2,446
+9
| +0.4% | +$971 | 0.02% | 374 |
|
|
2022
Q1 | $286K | Buy |
2,437
+127
| +5% | +$14.9K | 0.01% | 437 |
|
|
2021
Q4 | $425K | Buy |
2,310
+355
| +18% | +$65.3K | 0.02% | 335 |
|
|
2021
Q3 | $511K | Buy |
1,955
+92
| +5% | +$24K | 0.03% | 285 |
|
|
2021
Q2 | $721K | Sell |
1,863
-35
| -2% | -$13.5K | 0.04% | 194 |
|
|
2021
Q1 | $610K | Sell |
1,898
-71
| -4% | -$22.8K | 0.03% | 237 |
|
|
2020
Q4 | $664K | Sell |
1,969
-236
| -11% | -$79.6K | 0.03% | 208 |
|
|
2020
Q3 | $1.04M | Sell |
2,205
-288
| -12% | -$135K | 0.09% | 125 |
|
|
2020
Q2 | $632K | Buy |
2,493
+797
| +47% | +$202K | 0.06% | 162 |
|
|
2020
Q1 | $211K | Buy |
1,696
+825
| +95% | +$103K | 0.02% | 288 |
|
|
2019
Q4 | $59K | Buy |
871
+52
| +6% | +$3.52K | 0.01% | 587 |
|
|
2019
Q3 | $62K | Buy |
+819
| New | +$62K | 0.01% | 536 |
|