CVA Family Office’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 | – | Sell |
-45
| Closed | -$450 | – | 1475 |
|
|
2025
Q1 | $450 | Buy |
+45
| New | +$450 | ﹤0.01% | 1337 |
|
|
2024
Q3 | – | Sell |
-39
| Closed | -$498 | – | 1357 |
|
|
2024
Q2 | $498 | Buy |
+39
| New | +$498 | ﹤0.01% | 1208 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$2.54K | – | 988 |
|
|
2023
Q2 | $2.54K | Hold |
100
| – | – | ﹤0.01% | 871 |
|
|
2023
Q1 | $2.47K | Sell |
100
-15
| -13% | -$371 | ﹤0.01% | 842 |
|
|
2022
Q4 | $3.46K | Sell |
115
-665
| -85% | -$20K | ﹤0.01% | 774 |
|
|
2022
Q3 | $32K | Buy |
780
+155
| +25% | +$6.36K | 0.01% | 458 |
|
|
2022
Q2 | $21K | Buy |
625
+565
| +942% | +$19K | 0.01% | 536 |
|
|
2022
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 816 |
|