J.P. Morgan Private Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $291K | Buy |
+17,761
| New | +$291K | ﹤0.01% | 1490 |
|
|
2023
Q2 | – | Sell |
-41,723
| Closed | -$1.03M | – | 1936 |
|
|
2023
Q1 | $1.03M | Buy |
41,723
+11,727
| +39% | +$290K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $903K | Buy |
29,996
+7,037
| +31% | +$212K | ﹤0.01% | 1191 |
|
|
2022
Q3 | $956K | Buy |
22,959
+10,738
| +88% | +$447K | ﹤0.01% | 1157 |
|
|
2022
Q2 | $406K | Buy |
+12,221
| New | +$406K | ﹤0.01% | 1530 |
|