Atria Wealth Solutions’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,025	Closed	-$132K	–	2084
2024 Q1	$132K	Sell	13,025 -9,775	-43%	-$119K	﹤0.01%	1868
2023 Q4	$225K	Sell	22,800 -1,050	-4%	-$8.82K	﹤0.01%	1697
2023 Q3	$249K	Sell	23,850 -200	-0.8%	-$2.54K	﹤0.01%	1540
2023 Q2	$298K	Buy	24,050 +729	+3%	+$11.7K	﹤0.01%	1446
2023 Q1	$550K	Buy	23,321 +3,175	+16%	+$66.7K	0.01%	1077
2022 Q4	$346K	Buy	20,146 +1,177	+6%	+$26.2K	0.01%	1274
2022 Q3	$446K	Sell	18,969 -19,661	-51%	-$812K	0.01%	1085
2022 Q2	$1.82M	Sell	38,630 -18,622	-33%	-$1.09M	0.04%	477
2022 Q1	$4.16M	Buy	+57,252	New	+$3.96M	0.07%	291