Cascadia 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
-633
Closed -$245K 259
2021
Q2
$245K Hold
633
0.05% 219
2021
Q1
$203K Buy
+633
New +$203K 0.05% 221