Montag & Associates’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$19.2K | – | 1054 |
|
|
2024
Q2 | $19.2K | Hold |
1,500
| – | – | ﹤0.01% | 707 |
|
|
2024
Q1 | $24K | Buy |
+1,500
| New | +$24K | ﹤0.01% | 679 |
|
|
2023
Q3 | – | Sell |
-249
| Closed | -$6.32K | – | 941 |
|
|
2023
Q2 | $6.32K | Hold |
249
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $6.15K | Sell |
249
-65
| -21% | -$1.61K | ﹤0.01% | 793 |
|
|
2022
Q4 | $9.46K | Sell |
314
-1,585
| -83% | -$47.7K | ﹤0.01% | 738 |
|
|
2022
Q3 | $79K | Buy |
+1,899
| New | +$79K | 0.01% | 472 |
|