HWMA
GTM

Heritage Wealth Management (Arizona)’s ZoomInfo Technologies GTM Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$212K Buy
7,046
+3,647
+107% +$110K 0.03% 326
2022
Q3 		$142K Buy
+3,399
New +$142K 0.05% 290