Berman Capital Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $141K | Sell |
541
-194
| -26% | -$50.6K | 0.02% | 350 |
|
|
2021
Q2 | $284K | Buy |
735
+530
| +259% | +$205K | 0.05% | 185 |
|
|
2021
Q1 | $65K | Sell |
205
-24
| -10% | -$7.61K | 0.01% | 399 |
|
|
2020
Q4 | $76K | Buy |
229
+28
| +14% | +$9.29K | 0.02% | 309 |
|
|
2020
Q3 | $94K | Buy |
201
+148
| +279% | +$69.2K | 0.03% | 236 |
|
|
2020
Q2 | $13K | Buy |
+53
| New | +$13K | ﹤0.01% | 679 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1705 |
|