Wealthcare Advisory Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,598
| Closed | -$281K | – | 635 |
|
|
2022
Q2 | $281K | Buy |
+2,598
| New | +$281K | 0.02% | 447 |
|
|
2022
Q1 | – | Sell |
-1,311
| Closed | -$241K | – | 601 |
|
|
2021
Q4 | $241K | Sell |
1,311
-492
| -27% | -$90.4K | 0.01% | 497 |
|
|
2021
Q3 | $471K | Sell |
1,803
-74
| -4% | -$19.3K | 0.03% | 329 |
|
|
2021
Q2 | $726K | Buy |
1,877
+270
| +17% | +$104K | 0.05% | 243 |
|
|
2021
Q1 | $516K | Buy |
1,607
+359
| +29% | +$115K | 0.04% | 282 |
|
|
2020
Q4 | $421K | Buy |
1,248
+383
| +44% | +$129K | 0.04% | 259 |
|
|
2020
Q3 | $407K | Buy |
+865
| New | +$407K | 0.04% | 231 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$146K | – | 1404 |
|
|
2020
Q1 | $146K | Buy |
+1,000
| New | +$146K | 0.02% | 315 |
|