Strategic Wealth Management Group’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,163	Closed	-$547K	–	133
2020 Q3	$547K	Sell	1,163 -419	-26%	-$197K	0.27%	50
2020 Q2	$401K	Sell	1,582 -300	-16%	-$76K	0.24%	57
2020 Q1	$275K	Buy	+1,882	New	+$275K	0.2%	58