AWP
GTM

Accretive Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Accretive Wealth Partners’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-48,160
Closed -$776K – 137
2024
Q1 		$776K Buy
48,160
+861
+2% +$13.9K 0.34% 90
2023
Q4 		$875K Buy
47,299
+349
+0.7% +$6.45K 0.42% 83
2023
Q3 		$770K Buy
+46,950
New +$770K 0.46% 71