Yorktown Management & Research Company’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,100
| Closed | -$295K | – | 245 |
|
|
2023
Q4 | $295K | Hold |
4,100
| – | – | 0.31% | 175 |
|
|
2023
Q3 | $287K | Sell |
4,100
-1,890
| -32% | -$132K | 0.32% | 159 |
|
|
2023
Q2 | $407K | Buy |
+5,990
| New | +$407K | 0.44% | 98 |
|
|
2022
Q3 | – | Sell |
-1,890
| Closed | -$204K | – | 231 |
|
|
2022
Q2 | $204K | Buy |
+1,890
| New | +$204K | 0.26% | 172 |
|
|
2022
Q1 | – | Sell |
-1,353
| Closed | -$249K | – | 272 |
|
|
2021
Q4 | $249K | Buy |
+1,353
| New | +$249K | 0.17% | 219 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$271K | – | 268 |
|
|
2021
Q2 | $271K | Buy |
+700
| New | +$271K | 0.21% | 196 |
|