JFS Wealth Advisors’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 |
-4
| Closed | -$42 | – | 2003 |
|
|
2024
Q3 | $42 | Sell |
4
-16
| -80% | -$168 | ﹤0.01% | 1938 |
|
|
2024
Q2 | $256 | Sell |
20
-4
| -17% | -$51 | ﹤0.01% | 1876 |
|
|
2024
Q1 | $385 | Hold |
24
| – | – | ﹤0.01% | 1828 |
|
|
2023
Q4 | $444 | Buy |
+24
| New | +$444 | ﹤0.01% | 1823 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$508 | – | 2010 |
|
|
2023
Q2 | $508 | Buy |
20
+5
| +33% | +$127 | ﹤0.01% | 1754 |
|
|
2023
Q1 | $371 | Buy |
15
+13
| +650% | +$322 | ﹤0.01% | 1755 |
|
|
2022
Q4 | $60 | Buy |
+2
| New | +$60 | ﹤0.01% | 1911 |
|