Bordeaux 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-329,815
| Closed | -$5.41M | – | 113 |
|
|
2023
Q3 | $5.41M | Buy |
329,815
+99
| +0% | +$1.62K | 2.19% | 13 |
|
|
2023
Q2 | $8.37M | Buy |
329,716
+140,983
| +75% | +$3.58M | 3.43% | 8 |
|
|
2023
Q1 | $4.66M | Buy |
188,733
+17
| +0% | +$420 | 2.4% | 12 |
|
|
2022
Q4 | $5.68M | Hold |
188,716
| – | – | 3.12% | 9 |
|
|
2022
Q3 | $7.86M | Buy |
188,716
+102,153
| +118% | +$4.26M | 4.94% | 7 |
|
|
2022
Q2 | $2.88M | Sell |
86,563
-29
| -0% | -$964 | 1.98% | 12 |
|
|
2022
Q1 | $5.17M | Buy |
86,592
+29
| +0% | +$1.73K | 2.79% | 12 |
|
|
2021
Q4 | $5.56M | Hold |
86,563
| – | – | 2.55% | 12 |
|
|
2021
Q3 | $5.3M | Buy |
86,563
+71,379
| +470% | +$4.37M | 3% | 10 |
|
|
2021
Q2 | $792K | Buy |
+15,184
| New | +$792K | 0.46% | 35 |
|