Kelly Lawrence W & Associates’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-375
| Closed | -$44K | – | 186 |
|
|
2022
Q1 | $44K | Hold |
375
| – | – | 0.01% | 119 |
|
|
2021
Q4 | $69K | Hold |
375
| – | – | 0.01% | 112 |
|
|
2021
Q3 | $98K | Hold |
375
| – | – | 0.02% | 102 |
|
|
2021
Q2 | $145K | Hold |
375
| – | – | 0.03% | 85 |
|
|
2021
Q1 | $120K | Buy |
+375
| New | +$120K | 0.03% | 88 |
|
|
2020
Q4 | – | Sell |
-375
| Closed | -$176K | – | 123 |
|
|
2020
Q3 | $176K | Buy |
+375
| New | +$176K | 0.05% | 61 |
|