Van Hulzen Asset Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-619
| Closed | -$240K | – | 296 |
|
|
2021
Q2 | $240K | Sell |
619
-15
| -2% | -$5.82K | 0.04% | 230 |
|
|
2021
Q1 | $204K | Sell |
634
-17
| -3% | -$5.47K | 0.03% | 246 |
|
|
2020
Q4 | $220K | Sell |
651
-10
| -2% | -$3.38K | 0.03% | 259 |
|
|
2020
Q3 | $311K | Sell |
661
-262
| -28% | -$123K | 0.05% | 188 |
|
|
2020
Q2 | $234K | Sell |
923
-1,628
| -64% | -$413K | 0.04% | 224 |
|
|
2020
Q1 | $373K | Buy |
+2,551
| New | +$373K | 0.08% | 147 |
|