Liberty Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-77
| Closed | -$20K | – | 1144 |
|
|
2021
Q3 | $20K | Buy |
77
+11
| +17% | +$2.86K | 0.01% | 649 |
|
|
2021
Q2 | $3K | Buy |
66
+2
| +3% | +$91 | ﹤0.01% | 886 |
|
|
2021
Q1 | $24K | Hold |
64
| – | – | 0.01% | 428 |
|
|
2020
Q4 | $24K | Buy |
64
+4
| +7% | +$1.5K | 0.01% | 425 |
|
|
2020
Q3 | $28K | Hold |
60
| – | – | 0.02% | 345 |
|
|
2020
Q2 | $15K | Buy |
+60
| New | +$15K | 0.01% | 428 |
|