Valley National Advisers’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 |
-20
| Closed | -$1K | – | 1164 |
|
|
2024
Q2 | $1K | Sell |
20
-25
| -56% | -$1.25K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $2K | Buy |
45
+15
| +50% | +$667 | ﹤0.01% | 1003 |
|
|
2023
Q4 | $2K | Buy |
30
+20
| +200% | +$1.33K | ﹤0.01% | 1003 |
|
|
2023
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1043 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$2K | – | 946 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 760 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 713 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$4K | – | 867 |
|
|
2020
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 589 |
|