NewEdge 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
Q2 | – | Sell |
-22
| Closed | -$353 | – | 4034 |
|
|
2024
Q1 | $353 | Hold |
22
| – | – | ﹤0.01% | 3618 |
|
|
2023
Q4 | $407 | Buy |
+22
| New | +$407 | ﹤0.01% | 3552 |
|
|
2023
Q2 | – | Sell |
-34
| Closed | -$840 | – | 3656 |
|
|
2023
Q1 | $840 | Sell |
34
-72
| -68% | -$1.78K | ﹤0.01% | 3183 |
|
|
2022
Q4 | $3.19K | Buy |
+106
| New | +$3.19K | ﹤0.01% | 2721 |
|
|
2020
Q3 | – | Sell |
-13,950
| Closed | -$712K | – | 990 |
|
|
2020
Q2 | $712K | Buy |
+13,950
| New | +$712K | 0.03% | 452 |
|