B. Riley Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,353
| Closed | -$380K | – | 1405 |
|
|
2022
Q1 | $380K | Buy |
+6,353
| New | +$380K | 0.01% | 907 |
|
|
2021
Q4 | – | Sell |
-11,342
| Closed | -$692K | – | 1503 |
|
|
2021
Q3 | $692K | Buy |
+11,342
| New | +$692K | 0.02% | 649 |
|
|
2020
Q4 | – | Sell |
-4,800
| Closed | -$207K | – | 1098 |
|
|
2020
Q3 | $207K | Buy |
4,800
+250
| +5% | +$10.8K | 0.01% | 834 |
|
|
2020
Q2 | $233K | Buy |
+4,550
| New | +$233K | 0.02% | 718 |
|