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Bernardo Wealth Planning’s Zoom ZM Stock Holding History

Bernardo Wealth Planning’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-653
Closed -$220K – 172
2020
Q4 		$220K Buy
+653
New +$220K 0.08% 157