Glassman Wealth Services’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 |
-357
| Closed | -$6.6K | – | 1887 |
|
|
2023
Q4 | $6.6K | Buy |
357
+64
| +22% | +$1.18K | ﹤0.01% | 999 |
|
|
2023
Q3 | $4.81K | Buy |
293
+57
| +24% | +$935 | ﹤0.01% | 1082 |
|
|
2023
Q2 | $5.99K | Buy |
+236
| New | +$5.99K | ﹤0.01% | 944 |
|
|
2023
Q1 | – | Sell |
-301
| Closed | -$9.06K | – | 2011 |
|
|
2022
Q4 | $9.06K | Buy |
301
+234
| +349% | +$7.05K | ﹤0.01% | 859 |
|
|
2022
Q3 | $3K | Buy |
67
+61
| +1,017% | +$2.73K | ﹤0.01% | 1166 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2048 |
|