WWM
WT Wealth Management’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-709
| Closed | -$274K | – | 130 |
|
|
2021
Q2 | $274K | Sell |
709
-2,525
| -78% | -$976K | 0.11% | 111 |
|
|
2021
Q1 | $1.04M | Buy |
3,234
+458
| +16% | +$147K | 0.48% | 61 |
|
|
2020
Q4 | $936K | Buy |
2,776
+411
| +17% | +$139K | 0.51% | 68 |
|
|
2020
Q3 | $1.11M | Sell |
2,365
-552
| -19% | -$259K | 0.74% | 36 |
|
|
2020
Q2 | $739K | Buy |
+2,917
| New | +$739K | 0.6% | 41 |
|