CPA
Clear Perspective Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-620
| Closed | -$240K | – | 176 |
|
|
2021
Q2 | $240K | Buy |
+620
| New | +$240K | 0.08% | 150 |
|
|
2021
Q1 | – | Sell |
-620
| Closed | -$209K | – | 165 |
|
|
2020
Q4 | $209K | Sell |
620
-189
| -23% | -$63.7K | 0.09% | 139 |
|
|
2020
Q3 | $3.23K | Buy |
+809
| New | +$3.23K | 1.52% | 12 |
|