AWA
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Arete Wealth Advisors’s Zoom ZM Stock Holding History

Arete Wealth Advisors’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,226
Closed -$232K – 760
2023
Q4 		$232K Buy
+3,226
New +$232K 0.02% 624