Intercontinental Wealth Advisors’s Zoom ZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-1,534
Closed -$517K 283
2020
Q4
$517K Sell
1,534
-48
-3% -$16.2K 0.12% 141
2020
Q3
$744K Buy
1,582
+76
+5% +$35.7K 0.22% 90
2020
Q2
$382K Buy
+1,506
New +$382K 0.12% 124