Cambridge Investment Research Advisors’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,755
| Closed | -$328K | – | 3611 |
|
|
2024
Q3 | $328K | Buy |
+31,755
| New | +$328K | ﹤0.01% | 2765 |
|
|
2022
Q4 | – | Sell |
-16,516
| Closed | -$688K | – | 3226 |
|
|
2022
Q3 | $688K | Sell |
16,516
-697
| -4% | -$29K | ﹤0.01% | 1724 |
|
|
2022
Q2 | $572K | Buy |
17,213
+5,856
| +52% | +$195K | ﹤0.01% | 1864 |
|
|
2022
Q1 | $678K | Buy |
11,357
+4,999
| +79% | +$298K | ﹤0.01% | 1865 |
|
|
2021
Q4 | $408K | Buy |
6,358
+2,355
| +59% | +$151K | ﹤0.01% | 2277 |
|
|
2021
Q3 | $245K | Buy |
4,003
+43
| +1% | +$2.63K | ﹤0.01% | 2636 |
|
|
2021
Q2 | $207K | Buy |
+3,960
| New | +$207K | ﹤0.01% | 2805 |
|
|
2021
Q1 | – | Sell |
-9,225
| Closed | -$445K | – | 3005 |
|
|
2020
Q4 | $445K | Sell |
9,225
-300
| -3% | -$14.5K | ﹤0.01% | 1851 |
|
|
2020
Q3 | $409K | Buy |
9,525
+1,925
| +25% | +$82.7K | ﹤0.01% | 1733 |
|
|
2020
Q2 | $388K | Buy |
+7,600
| New | +$388K | ﹤0.01% | 1696 |
|