Wealth Quarterback’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,297
| Closed | -$224K | – | 129 |
|
|
2023
Q2 | $224K | Buy |
+3,297
| New | +$224K | 0.16% | 101 |
|
|
2022
Q3 | – | Sell |
-1,917
| Closed | -$207K | – | 118 |
|
|
2022
Q2 | $207K | Buy |
+1,917
| New | +$207K | 0.16% | 108 |
|
|
2021
Q3 | $79K | Sell |
300
-190
| -39% | -$50K | 0.05% | 181 |
|
|
2021
Q2 | $190K | Buy |
+490
| New | +$190K | 0.12% | 115 |
|
|
2020
Q4 | $418K | Sell |
1,241
-1,845
| -60% | -$621K | 0.35% | 68 |
|
|
2020
Q3 | $782K | Hold |
3,086
| – | – | 0.72% | 41 |
|
|
2020
Q2 | $782K | Buy |
3,086
+1,901
| +160% | +$482K | 0.72% | 41 |
|
|
2020
Q1 | $241K | Buy |
+1,185
| New | +$241K | 0.22% | 89 |
|