RPWA
Regent Peak Wealth Advisors’s Zoom ZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-955
| Closed | -$250K | – | 174 |
|
|
2021
Q3 | $250K | Sell |
955
-52
| -5% | -$13.6K | 0.07% | 147 |
|
|
2021
Q2 | $381K | Buy |
1,007
+15
| +2% | +$5.68K | 0.11% | 109 |
|
|
2021
Q1 | $318K | Buy |
992
+12
| +1% | +$3.85K | 0.1% | 114 |
|
|
2020
Q4 | $331K | Sell |
980
-20
| -2% | -$6.76K | 0.11% | 104 |
|
|
2020
Q3 | $470K | Buy |
1,000
+33
| +3% | +$15.5K | 0.2% | 75 |
|
|
2020
Q2 | $245K | Buy |
+967
| New | +$245K | 0.11% | 105 |
|