Benjamin Edwards Inc’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 |
-1,736
| Closed | -$22K | – | 1208 |
|
|
2024
Q2 | $22K | Sell |
1,736
-138
| -7% | -$1.75K | ﹤0.01% | 582 |
|
|
2024
Q1 | $30K | Buy |
1,874
+69
| +4% | +$1.11K | 0.01% | 536 |
|
|
2023
Q4 | $33K | Buy |
1,805
+7
| +0.4% | +$128 | 0.01% | 506 |
|
|
2023
Q3 | $29K | Buy |
1,798
+1
| +0.1% | +$16 | 0.01% | 511 |
|
|
2023
Q2 | $46K | Sell |
1,797
-180
| -9% | -$4.61K | 0.01% | 470 |
|
|
2023
Q1 | $49K | Buy |
1,977
+248
| +14% | +$6.15K | 0.01% | 464 |
|
|
2022
Q4 | $52K | Buy |
1,729
+289
| +20% | +$8.69K | 0.01% | 415 |
|
|
2022
Q3 | $60K | Buy |
+1,440
| New | +$60K | 0.02% | 402 |
|