WealthPLAN Partners’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 |
-343
| Closed | -$23.3K | – | 1217 |
|
|
2023
Q2 | $23.3K | Buy |
+343
| New | +$23.3K | ﹤0.01% | 647 |
|
|
2023
Q1 | – | Sell |
-4,859
| Closed | -$379K | – | 1334 |
|
|
2022
Q4 | $379K | Buy |
+4,859
| New | +$379K | 0.03% | 286 |
|
|
2022
Q1 | $452K | Buy |
+4,542
| New | +$452K | 0.03% | 264 |
|
|
2021
Q1 | – | Sell |
-1,147
| Closed | -$447K | – | 348 |
|
|
2020
Q4 | $447K | Sell |
1,147
-234
| -17% | -$91.2K | 0.04% | 229 |
|
|
2020
Q3 | $592K | Sell |
1,381
-100
| -7% | -$42.9K | 0.06% | 175 |
|
|
2020
Q2 | $366K | Sell |
1,481
-586
| -28% | -$145K | 0.04% | 213 |
|
|
2020
Q1 | $347K | Buy |
+2,067
| New | +$347K | 0.05% | 185 |
|