Cornerstone Planning Group’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
-76
Closed -$745 1383
2024
Q2
$745 Sell
76
-165
-68% -$1.62K ﹤0.01% 1008
2024
Q1
$3.89K Sell
241
-49
-17% -$790 ﹤0.01% 558
2023
Q4
$5.36K Hold
290
﹤0.01% 518
2023
Q3
$4.76K Sell
290
-183
-39% -$3K ﹤0.01% 535
2023
Q2
$12K Buy
+473
New +$12K ﹤0.01% 578
2022
Q4
$18.3K Buy
+713
New +$18.3K 0.01% 457