WP
WMS Partners’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,711
| Closed | -$252K | – | 288 |
|
|
2023
Q2 | $252K | Buy |
+3,711
| New | +$252K | 0.02% | 243 |
|
|
2021
Q3 | – | Sell |
-643
| Closed | -$249K | – | 296 |
|
|
2021
Q2 | $249K | Buy |
+643
| New | +$249K | 0.04% | 221 |
|
|
2021
Q1 | – | Sell |
-638
| Closed | -$215K | – | 261 |
|
|
2020
Q4 | $215K | Buy |
638
+10
| +2% | +$3.37K | 0.04% | 222 |
|
|
2020
Q3 | $295K | Buy |
+628
| New | +$295K | 0.06% | 174 |
|