KCM Investment 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 |
-11,204
| Closed | -$116K | – | 387 |
|
|
2024
Q3 | $116K | Hold |
11,204
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $143K | Hold |
11,204
| – | – | 0.01% | 364 |
|
|
2024
Q1 | $180K | Hold |
11,204
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $207K | Hold |
11,204
| – | – | 0.01% | 357 |
|
|
2023
Q3 | $184K | Buy |
+11,204
| New | +$184K | 0.01% | 362 |
|