KWB Wealth’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-689	Closed	-$221K	–	92
2021 Q2	$221K	Hold	689	–	–	0.04%	79
2021 Q1	$221K	Buy	+689	New	+$221K	0.04%	79