Valmark Advisers’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,525
| Closed | -$333K | – | 467 |
|
|
2022
Q3 | $333K | Buy |
+4,525
| New | +$333K | 0.01% | 335 |
|
|
2021
Q1 | – | Sell |
-652
| Closed | -$220K | – | 384 |
|
|
2020
Q4 | $220K | Sell |
652
-680
| -51% | -$229K | ﹤0.01% | 325 |
|
|
2020
Q3 | $626K | Buy |
1,332
+89
| +7% | +$41.8K | 0.01% | 166 |
|
|
2020
Q2 | $315K | Buy |
+1,243
| New | +$315K | 0.01% | 211 |
|