YorkBridge Wealth Partners’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,937
| Closed | -$356K | – | 296 |
|
|
2021
Q4 | $356K | Sell |
1,937
-2
| -0.1% | -$368 | 0.08% | 216 |
|
|
2021
Q3 | $507K | Buy |
1,939
+3
| +0.2% | +$784 | 0.13% | 126 |
|
|
2021
Q2 | $749K | Buy |
1,936
+4
| +0.2% | +$1.55K | 0.2% | 94 |
|
|
2021
Q1 | $621K | Buy |
+1,932
| New | +$621K | 0.18% | 102 |
|