JSAM
GTM
J. Safra Asset Management’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,639
| Closed | -$48.7K | – | 368 |
|
|
2024
Q3 | $48.7K | Buy |
4,639
+2,001
| +76% | +$21K | ﹤0.01% | 157 |
|
|
2024
Q2 | $33.7K | Buy |
2,638
+2,388
| +955% | +$30.5K | ﹤0.01% | 162 |
|
|
2024
Q1 | $4.01K | Buy |
+250
| New | +$4.01K | ﹤0.01% | 162 |
|
|
2023
Q1 | – | Sell |
-104
| Closed | -$3K | – | 134 |
|
|
2022
Q4 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 62 |
|