WR Wealth Planners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.22K | Sell |
64
-10
| -14% | -$816 | ﹤0.01% | 694 |
|
|
2024
Q3 | $5.16K | Sell |
74
-13
| -15% | -$907 | ﹤0.01% | 736 |
|
|
2024
Q2 | $5.15K | Hold |
87
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $5.69K | Buy |
+87
| New | +$5.69K | ﹤0.01% | 696 |
|
|
2023
Q4 | – | Sell |
-150
| Closed | -$10.5K | – | 888 |
|
|
2023
Q3 | $10.5K | Hold |
150
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $10.2K | Buy |
150
+2
| +1% | +$136 | ﹤0.01% | 569 |
|
|
2023
Q1 | $10.9K | Buy |
148
+110
| +289% | +$8.12K | ﹤0.01% | 530 |
|
|
2022
Q4 | $2.57K | Sell |
38
-3
| -7% | -$203 | ﹤0.01% | 379 |
|
|
2022
Q3 | $3.02K | Hold |
41
| – | – | ﹤0.01% | 362 |
|
|
2022
Q2 | $4.43K | Sell |
41
-1
| -2% | -$108 | ﹤0.01% | 351 |
|
|
2022
Q1 | $4.92K | Buy |
+42
| New | +$4.92K | ﹤0.01% | 357 |
|