Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,039
| Closed | -$166K | – | 565 |
|
|
2024
Q3 | $166K | Hold |
16,039
| – | – | 0.02% | 528 |
|
|
2024
Q2 | $205K | Hold |
16,039
| – | – | 0.03% | 474 |
|
|
2024
Q1 | $257K | Hold |
16,039
| – | – | 0.03% | 418 |
|
|
2023
Q4 | $297K | Buy |
+16,039
| New | +$297K | 0.05% | 371 |
|
|
2023
Q3 | – | Sell |
-8,274
| Closed | -$210K | – | 473 |
|
|
2023
Q2 | $210K | Buy |
+8,274
| New | +$210K | 0.04% | 422 |
|
|
2022
Q4 | – | Sell |
-5,488
| Closed | -$229K | – | 471 |
|
|
2022
Q3 | $229K | Buy |
+5,488
| New | +$229K | 0.05% | 395 |
|
|
2022
Q2 | – | Sell |
-4,191
| Closed | -$250K | – | 558 |
|
|
2022
Q1 | $250K | Buy |
+4,191
| New | +$250K | 0.04% | 463 |
|