Focused Wealth Management’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$422 | – | 1108 |
|
|
2022
Q4 | $422 | Buy |
+14
| New | +$422 | ﹤0.01% | 925 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1038 |
|
|
2022
Q1 | – | Sell |
-1,300
| Closed | -$83K | – | 1060 |
|
|
2021
Q4 | $83K | Buy |
+1,300
| New | +$83K | 0.01% | 300 |
|
|
2021
Q3 | – | Sell |
-2,800
| Closed | -$146K | – | 1035 |
|
|
2021
Q2 | $146K | Buy |
+2,800
| New | +$146K | 0.02% | 228 |
|