IWP
GTM

Icon Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Icon Wealth Partners’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,012
Closed -$203K – 425
2023
Q2 		$203K Sell
8,012
-1,228
-13% -$31.2K 0.02% 308
2023
Q1 		$228K Buy
+9,240
New +$228K 0.02% 298
2022
Q2 		$350K Buy
+10,520
New +$350K 0.04% 223