AWM
GTM

Avitas Wealth Management’s ZoomInfo Technologies GTM Stock Holding History

Avitas Wealth Management’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-13,439
Closed -$657K – 225
2021
Q1 		$657K Buy
+13,439
New +$657K 0.13% 173
2020
Q3 		– Sell
-4,563
Closed -$233K – 190
2020
Q2 		$233K Buy
+4,563
New +$233K 0.08% 163