OFS
GTM

OneAscent Financial Services’s ZoomInfo Technologies GTM Stock Holding History

OneAscent Financial Services’s Portfolio GTM Stock Details GTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,737
Closed -$216K – 215
2023
Q1 		$216K Buy
8,737
+1,225
+16% +$30.3K 0.09% 154
2022
Q4 		$226K Buy
7,512
+1,417
+23% +$42.6K 0.1% 160
2022
Q3 		$254K Buy
+6,095
New +$254K 0.1% 149