Wealth Architects’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 |
-520
| Closed | -$201K | – | 198 |
|
|
2021
Q2 | $201K | Buy |
+520
| New | +$201K | 0.04% | 178 |
|
|
2020
Q4 | – | Sell |
-625
| Closed | -$294K | – | 167 |
|
|
2020
Q3 | $294K | Sell |
625
-430
| -41% | -$202K | 0.08% | 109 |
|
|
2020
Q2 | $267K | Buy |
+1,055
| New | +$267K | 0.07% | 113 |
|
|
2020
Q1 | – | Sell |
-4,047
| Closed | -$275K | – | 152 |
|
|
2019
Q4 | $275K | Buy |
+4,047
| New | +$275K | 0.08% | 104 |
|