Bank Julius Baer & Co’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,634
| Closed | -$260K | – | 614 |
|
|
2022
Q4 | $260K | Sell |
8,634
-5,373
| -38% | -$162K | ﹤0.01% | 398 |
|
|
2022
Q3 | $584K | Buy |
14,007
+7,940
| +131% | +$331K | ﹤0.01% | 321 |
|
|
2022
Q2 | $202K | Sell |
6,067
-4,154
| -41% | -$138K | ﹤0.01% | 406 |
|
|
2022
Q1 | $611K | Buy |
10,221
+4,249
| +71% | +$254K | ﹤0.01% | 331 |
|
|
2021
Q4 | $383K | Buy |
+5,972
| New | +$383K | ﹤0.01% | 455 |
|
|
2021
Q1 | – | Sell |
-129,463
| Closed | -$6.24M | – | 913 |
|
|
2020
Q4 | $6.24M | Buy |
+129,463
| New | +$6.24M | 0.05% | 173 |
|