American Trust’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,030
| Closed | -$104K | – | 343 |
|
|
2024
Q3 | $104K | Buy |
+10,030
| New | +$104K | 0.01% | 254 |
|
|
2024
Q2 | – | Sell |
-11,575
| Closed | -$186K | – | 305 |
|
|
2024
Q1 | $186K | Buy |
11,575
+249
| +2% | +$3.99K | 0.02% | 274 |
|
|
2023
Q4 | $209K | Buy |
11,326
+628
| +6% | +$11.6K | 0.02% | 267 |
|
|
2023
Q3 | $175K | Buy |
+10,698
| New | +$175K | 0.01% | 273 |
|