WealthShield Partners’s Zoom ZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,665
Closed -$435K 305
2021
Q3
$435K Buy
1,665
+1,292
+346% +$338K 0.12% 154
2021
Q2
$144K Buy
373
+102
+38% +$39.4K 0.02% 308
2021
Q1
$87K Buy
+271
New +$87K 0.02% 362