Surevest’s Zoom ZM Stock Holding History

Surevest’s Portfolio ZM Stock Details ZM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$864K	Buy
2022 Q2	$1.06M	Buy
2022 Q1	$1.02M	Buy
2021 Q4	$1.3M	Sell
2021 Q3	$4.02M	Buy
2021 Q2	$5.43M	Buy
2021 Q1	$3.45M	Sell
2020 Q4	$3.74M	Buy