Alpha Family Trust’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-62,291
| Closed | -$2.6M | – | 129 |
|
|
2022
Q3 | $2.6M | Hold |
62,291
| – | – | 1.96% | 13 |
|
|
2022
Q2 | $2.07M | Sell |
62,291
-37,630
| -38% | -$1.25M | 1.32% | 15 |
|
|
2022
Q1 | $5.97M | Hold |
99,921
| – | – | 2.42% | 12 |
|
|
2021
Q4 | $6.42M | Hold |
99,921
| – | – | 1.8% | 13 |
|
|
2021
Q3 | $6.11M | Hold |
99,921
| – | – | 1.98% | 15 |
|
|
2021
Q2 | $5.21M | Hold |
99,921
| – | – | 1.64% | 17 |
|
|
2021
Q1 | $4.89M | Hold |
99,921
| – | – | 2.27% | 13 |
|
|
2020
Q4 | $4.82M | Buy |
+99,921
| New | +$4.82M | 3.01% | 11 |
|