Bailard’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28,595
| Closed | -$365K | – | 833 |
|
|
2024
Q2 | $365K | Sell |
28,595
-101,000
| -78% | -$1.29M | 0.01% | 512 |
|
|
2024
Q1 | $2.08M | Hold |
129,595
| – | – | 0.06% | 222 |
|
|
2023
Q4 | $2.4M | Buy |
129,595
+104,675
| +420% | +$1.94M | 0.07% | 206 |
|
|
2023
Q3 | $409K | Buy |
24,920
+2,290
| +10% | +$37.6K | 0.01% | 454 |
|
|
2023
Q2 | $575K | Buy |
22,630
+8,160
| +56% | +$207K | 0.02% | 365 |
|
|
2023
Q1 | $358K | Sell |
14,470
-1,770
| -11% | -$43.7K | 0.01% | 461 |
|
|
2022
Q4 | $489K | Hold |
16,240
| – | – | 0.02% | 403 |
|
|
2022
Q3 | $677K | Sell |
16,240
-26,660
| -62% | -$1.11M | 0.03% | 289 |
|
|
2022
Q2 | $1.43M | Hold |
42,900
| – | – | 0.06% | 214 |
|
|
2022
Q1 | $2.56M | Buy |
42,900
+26,410
| +160% | +$1.58M | 0.09% | 183 |
|
|
2021
Q4 | $1.06M | Buy |
+16,490
| New | +$1.06M | 0.03% | 256 |
|