OWM
GTM
OneAscent Wealth Management’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,097
| Closed | -$249K | – | 189 |
|
|
2023
Q1 | $249K | Buy |
10,097
+1,353
| +15% | +$33.4K | 0.1% | 151 |
|
|
2022
Q4 | $263K | Buy |
8,744
+1,379
| +19% | +$41.5K | 0.12% | 130 |
|
|
2022
Q3 | $307K | Buy |
7,365
+1,204
| +20% | +$50.2K | 0.16% | 85 |
|
|
2022
Q2 | $205K | Buy |
+6,161
| New | +$205K | 0.1% | 164 |
|