Edmond de Rothschild Holding’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,504
| Closed | -$27.8K | – | 709 |
|
2023
Q4 | $27.8K | Sell |
1,504
-713
| -32% | -$13.2K | ﹤0.01% | 602 |
|
2023
Q3 | $36.4K | Buy |
2,217
+52
| +2% | +$853 | ﹤0.01% | 583 |
|
2023
Q2 | $55K | Buy |
+2,165
| New | +$55K | ﹤0.01% | 566 |
|
2022
Q4 | – | Sell |
-3,363
| Closed | -$140K | – | 836 |
|
2022
Q3 | $140K | Buy |
3,363
+39
| +1% | +$1.62K | ﹤0.01% | 525 |
|
2022
Q2 | $110K | Sell |
3,324
-570
| -15% | -$18.9K | ﹤0.01% | 571 |
|
2022
Q1 | $233K | Buy |
3,894
+164
| +4% | +$9.81K | 0.01% | 472 |
|
2021
Q4 | $239K | Buy |
3,730
+118
| +3% | +$7.56K | 0.01% | 512 |
|
2021
Q3 | $221K | Buy |
3,612
+365
| +11% | +$22.3K | 0.01% | 526 |
|
2021
Q2 | $169K | Buy |
3,247
+25
| +0.8% | +$1.3K | ﹤0.01% | 552 |
|
2021
Q1 | $158K | Buy |
3,222
+108
| +3% | +$5.3K | ﹤0.01% | 503 |
|
2020
Q4 | $150K | Buy |
3,114
+2,338
| +301% | +$113K | 0.01% | 472 |
|
2020
Q3 | $33K | Buy |
+776
| New | +$33K | ﹤0.01% | 530 |
|