Western Wealth Management’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 |
-1,974
| Closed | -$216K | – | 855 |
|
|
2022
Q2 | $216K | Sell |
1,974
-326
| -14% | -$35.7K | 0.01% | 715 |
|
|
2022
Q1 | $270K | Buy |
2,300
+1,202
| +109% | +$141K | 0.01% | 706 |
|
|
2021
Q4 | $206K | Buy |
+1,098
| New | +$206K | 0.02% | 576 |
|
|
2021
Q2 | $370K | Sell |
951
-177
| -16% | -$68.9K | 0.04% | 432 |
|
|
2021
Q1 | $362K | Buy |
1,128
+61
| +6% | +$19.6K | 0.05% | 363 |
|
|
2020
Q4 | $360K | Sell |
1,067
-46
| -4% | -$15.5K | 0.05% | 317 |
|
|
2020
Q3 | $523K | Buy |
1,113
+263
| +31% | +$124K | 0.09% | 229 |
|
|
2020
Q2 | $215K | Sell |
850
-578
| -40% | -$146K | 0.04% | 378 |
|
|
2020
Q1 | $201K | Buy |
+1,428
| New | +$201K | 0.05% | 343 |
|