Viridian RIA’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,159
| Closed | -$1.13M | – | 87 |
|
|
2021
Q4 | $1.13M | Buy |
+6,159
| New | +$1.13M | 0.24% | 47 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2.43M | – | 86 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1.85M | – | 31 |
|
|
2021
Q1 | – | Sell |
-5,498
| Closed | -$1.86M | – | 35 |
|
|
2020
Q4 | $1.86M | Sell |
5,498
-123
| -2% | -$41.5K | 0.51% | 37 |
|
|
2020
Q3 | $2.64M | Sell |
5,621
-1,912
| -25% | -$899K | 0.87% | 25 |
|
|
2020
Q2 | $1.91M | Buy |
7,533
+557
| +8% | +$141K | 0.69% | 28 |
|
|
2020
Q1 | $1.02M | Buy |
+6,976
| New | +$1.02M | 0.46% | 33 |
|