Cary Street Partners Investment Advisory’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
-466
Closed -$7.64K 1825
2023
Q3
$7.64K Buy
466
+256
+122% +$4.2K ﹤0.01% 1362
2023
Q2
$5.33K Buy
+210
New +$5.33K ﹤0.01% 1396