WJWM
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Williams Jones Wealth Management’s Zoom ZM Stock Holding History

Williams Jones Wealth Management’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-605
Closed -$284K – 485
2020
Q3 		$284K Buy
+605
New +$284K 0.01% 340