Wagner Wealth Management’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 |
-375
| Closed | -$28K | – | 733 |
|
|
2022
Q3 | $28K | Buy |
375
+75
| +25% | +$5.6K | 0.02% | 266 |
|
|
2022
Q2 | $32K | Buy |
+300
| New | +$32K | 0.03% | 264 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$55K | – | 669 |
|
|
2021
Q4 | $55K | Sell |
300
-30
| -9% | -$5.5K | 0.04% | 240 |
|
|
2021
Q3 | $91K | Hold |
330
| – | – | 0.07% | 176 |
|
|
2021
Q2 | $128K | Hold |
330
| – | – | 0.09% | 159 |
|
|
2021
Q1 | $106K | Buy |
+330
| New | +$106K | 0.08% | 165 |
|