IWA
GTM

Icon Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Icon Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,310
Closed -$101K – 507
2024
Q1 		$101K Sell
6,310
-302
-5% -$4.84K 0.01% 462
2023
Q4 		$122K Buy
+6,612
New +$122K 0.01% 399
2022
Q4 		$296K Sell
9,827
-693
-7% -$20.9K 0.03% 253
2022
Q3 		$438K Buy
+10,520
New +$438K 0.05% 195