9258 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 Q3	–	Sell	-617	Closed	-$239K	–	357
2021 Q2	$239K	Buy	+617	New	+$239K	0.06%	301
2020 Q4	–	Sell	-569	Closed	-$262K	–	320
2020 Q3	$262K	Buy	+569	New	+$262K	0.1%	221