Wealth Management Partners’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	-1,077	Closed	-$417K	–	122
2021 Q2	$417K	Sell	1,077 -464	-30%	-$180K	0.29%	71
2021 Q1	$498K	Buy	1,541 +215	+16%	+$69.5K	0.37%	61
2020 Q4	$496K	Buy	+1,326	New	+$496K	0.39%	58