L.J. Altfest & Co’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,187
| Closed | -$411K | – | 318 |
|
|
2023
Q2 | $411K | Buy |
+16,187
| New | +$411K | 0.06% | 205 |
|
|
2023
Q1 | – | Sell |
-10,278
| Closed | -$309K | – | 291 |
|
|
2022
Q4 | $309K | Buy |
10,278
+2,111
| +26% | +$63.5K | 0.05% | 211 |
|
|
2022
Q3 | $340K | Buy |
8,167
+1,852
| +29% | +$77.1K | 0.06% | 188 |
|
|
2022
Q2 | $210K | Buy |
6,315
+1,690
| +37% | +$56.2K | 0.04% | 239 |
|
|
2022
Q1 | $276K | Buy |
+4,625
| New | +$276K | 0.05% | 214 |
|
|
2021
Q3 | – | Sell |
-4,140
| Closed | -$216K | – | 285 |
|
|
2021
Q2 | $216K | Buy |
+4,140
| New | +$216K | 0.05% | 252 |
|