Donor Advised Charitable Giving’s Zoom ZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-741
Closed -$287K 112
2021
Q2
$287K Hold
741
0.03% 105
2021
Q1
$238K Hold
741
0.02% 110
2020
Q4
$250K Hold
741
0.03% 105
2020
Q3
$348K Buy
+741
New +$348K 0.1% 42