Avidian Wealth Enterprises’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,415
Closed -$548K 414
2021
Q2
$548K Sell
1,415
-188
-12% -$72.8K 0.04% 204
2021
Q1
$515K Buy
1,603
+150
+10% +$48.2K 0.04% 205
2020
Q4
$490K Buy
+1,453
New +$490K 0.05% 189