NewSquare Capital’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$200 | – | 1394 |
|
|
2025
Q1 | $200 | Buy |
+20
| New | +$200 | ﹤0.01% | 1111 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$229 | – | 925 |
|
|
2023
Q2 | $229 | Hold |
9
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $222 | Hold |
9
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $271 | Buy |
+9
| New | +$271 | ﹤0.01% | 710 |
|
|
2020
Q4 | – | Sell |
-650
| Closed | -$28K | – | 414 |
|
|
2020
Q3 | $28K | Buy |
+650
| New | +$28K | ﹤0.01% | 189 |
|