Capital Advisors Ltd’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+43
| New | – | ﹤0.01% | 1658 |
|
|
2025
Q1 | – | Sell |
-156
| Closed | -$2K | – | 1613 |
|
|
2024
Q4 | $2K | Hold |
156
| – | – | ﹤0.01% | 1127 |
|
|
2024
Q3 | $2K | Buy |
156
+93
| +148% | +$1.19K | ﹤0.01% | 1121 |
|
|
2024
Q2 | $1K | Sell |
63
-408
| -87% | -$6.48K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $8K | Buy |
471
+414
| +726% | +$7.03K | ﹤0.01% | 777 |
|
|
2023
Q4 | $1K | Sell |
57
-310
| -84% | -$5.44K | ﹤0.01% | 1247 |
|
|
2023
Q3 | $6K | Buy |
+367
| New | +$6K | ﹤0.01% | 792 |
|
|
2023
Q1 | – | Sell |
-44
| Closed | -$1K | – | 1599 |
|
|
2022
Q4 | $1K | Buy |
44
+6
| +16% | +$136 | ﹤0.01% | 1135 |
|
|
2022
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 924 |
|