Level Four Advisory Services’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-948
| Closed | -$367K | – | 665 |
|
|
2021
Q2 | $367K | Sell |
948
-451
| -32% | -$175K | 0.03% | 485 |
|
|
2021
Q1 | $449K | Buy |
1,399
+232
| +20% | +$74.5K | 0.03% | 404 |
|
|
2020
Q4 | $394K | Buy |
1,167
+90
| +8% | +$30.4K | 0.03% | 408 |
|
|
2020
Q3 | $506K | Sell |
1,077
-504
| -32% | -$237K | 0.04% | 349 |
|
|
2020
Q2 | $399K | Buy |
+1,581
| New | +$399K | 0.03% | 412 |
|