Verdence Capital Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-673
| Closed | -$227K | – | 450 |
|
|
2020
Q4 | $227K | Sell |
673
-1,000
| -60% | -$337K | 0.04% | 360 |
|
|
2020
Q3 | $786K | Sell |
1,673
-235
| -12% | -$110K | 0.18% | 132 |
|
|
2020
Q2 | $484K | Buy |
1,908
+10
| +0.5% | +$2.54K | 0.12% | 180 |
|
|
2020
Q1 | $277K | Buy |
+1,898
| New | +$277K | 0.08% | 218 |
|