Surience Private Wealth’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-38,967	Closed	-$2.65M	–	36
2023 Q2	$2.65M	Buy	+38,967	New	+$2.65M	3.79%	11