Caldwell Trust’s Zoom ZM Stock Holding History

Caldwell Trust’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17
2021 Q4	$3.13K	Sell	17 -2
2021 Q3	$4.97K	Buy	19 +2
2021 Q2	$6.58K	Buy	17 +5
2021 Q1	$3.85K	Buy	+12