Welch & Forbes’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,289
| Closed | -$337K | – | 399 |
|
|
2021
Q3 | $337K | Buy |
1,289
+32
| +3% | +$8.37K | 0.01% | 330 |
|
|
2021
Q2 | $486K | Buy |
1,257
+25
| +2% | +$9.67K | 0.01% | 295 |
|
|
2021
Q1 | $396K | Sell |
1,232
-13
| -1% | -$4.18K | 0.01% | 310 |
|
|
2020
Q4 | $420K | Buy |
1,245
+13
| +1% | +$4.39K | 0.01% | 292 |
|
|
2020
Q3 | $579K | Hold |
1,232
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $312K | Buy |
+1,232
| New | +$312K | 0.01% | 291 |
|