Congress Wealth Management’s Zeta Global ZETA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-26,013	Closed	-$459K	–	875
2024 Q2	$459K	Sell	26,013 -52,012	-67%	-$918K	0.01%	545
2024 Q1	$853K	Hold	78,025	–	–	0.01%	389
2023 Q4	$688K	Hold	78,025	–	–	0.01%	425
2023 Q3	$652K	Buy	+78,025	New	+$652K	0.01%	419