CFA
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Compass Financial Advisors’s Zoom ZM Stock Holding History

Compass Financial Advisors’s Portfolio ZM Stock Details ZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,666
Closed -$345K – 121
2023
Q1 		$345K Buy
4,666
+1,179
+34% +$87.1K 0.44% 79
2022
Q4 		$236K Buy
+3,487
New +$236K 0.32% 105