Charles Schwab Investment Advisory’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-18,796
Closed -$2.75M 68
2020
Q1
$2.75M Buy
+18,796
New +$2.75M 0.01% 54