Arcadia Investment Management’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 |
-250
| Closed | -$2.58K | – | 324 |
|
|
2024
Q3 | $2.58K | Hold |
250
| – | – | ﹤0.01% | 241 |
|
|
2024
Q2 | $3.19K | Hold |
250
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $4.01K | Hold |
250
| – | – | ﹤0.01% | 293 |
|
|
2023
Q4 | $4.62K | Sell |
250
-500
| -67% | -$9.25K | ﹤0.01% | 297 |
|
|
2023
Q3 | $12.3K | Hold |
750
| – | – | ﹤0.01% | 277 |
|
|
2023
Q2 | $19K | Sell |
750
-250
| -25% | -$6.35K | ﹤0.01% | 275 |
|
|
2023
Q1 | $24.7K | Hold |
1,000
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $30.1K | Sell |
1,000
-400
| -29% | -$12K | 0.01% | 248 |
|
|
2022
Q3 | $58K | Buy |
1,400
+130
| +10% | +$5.39K | 0.01% | 182 |
|
|
2022
Q2 | $42K | Hold |
1,270
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $76K | Hold |
1,270
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $82K | Buy |
1,270
+220
| +21% | +$14.2K | 0.01% | 184 |
|
|
2021
Q3 | $64K | Hold |
1,050
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $55K | Hold |
1,050
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $51K | Hold |
1,050
| – | – | 0.01% | 195 |
|
|
2020
Q4 | $51K | Hold |
1,050
| – | – | 0.01% | 182 |
|
|
2020
Q3 | $45K | Buy |
+1,050
| New | +$45K | 0.01% | 195 |
|