Bartlett & Co Wealth Management’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-178
| Closed | -$5.92K | – | 1290 |
|
|
2022
Q2 | $5.92K | Buy |
+178
| New | +$5.92K | ﹤0.01% | 985 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$261 | – | 1086 |
|
|
2021
Q2 | $261 | Hold |
5
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q1 | $245 | Hold |
5
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $241 | Buy |
+5
| New | +$241 | ﹤0.01% | 1189 |
|