AWA
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Amplius Wealth Advisors’s Zoom ZM Stock Holding History

Amplius Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-220
Closed -$40K – 948
2021
Q4 		$40K Buy
+220
New +$40K 0.01% 368