Impact Partnership Wealth’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1
Closed -$64 727
2024
Q1
$64 Hold
1
﹤0.01% 677
2023
Q4
$71 Sell
1
-7
-88% -$497 ﹤0.01% 824
2023
Q3
$559 Buy
8
+1
+14% +$70 ﹤0.01% 932
2023
Q2
$475 Buy
+7
New +$475 ﹤0.01% 859