CWM

Centric Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-35,467	Closed	-$1.68M	–	141
2022 Q2	$1.68M	Buy	35,467 +7,983	+29%	+$377K	0.61%	40
2022 Q1	$2M	Buy	27,484 +316	+1%	+$23K	0.63%	40
2021 Q4	$1.6M	Buy	+27,168	New	+$1.6M	0.53%	50