Oxler Private Wealth’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-825
| Closed | -$34.4K | – | 432 |
|
|
2022
Q3 | $34.4K | Sell |
825
-14,000
| -94% | -$583K | 0.02% | 238 |
|
|
2022
Q2 | $493K | Hold |
14,825
| – | – | 0.24% | 78 |
|
|
2022
Q1 | $885K | Hold |
14,825
| – | – | 0.4% | 64 |
|
|
2021
Q4 | $951K | Hold |
14,825
| – | – | 0.39% | 65 |
|
|
2021
Q3 | $907K | Hold |
14,825
| – | – | 0.4% | 69 |
|
|
2021
Q2 | $773K | Hold |
14,825
| – | – | 0.34% | 81 |
|
|
2021
Q1 | $724K | Hold |
14,825
| – | – | 0.37% | 72 |
|
|
2020
Q4 | $715K | Buy |
+14,825
| New | +$715K | 0.4% | 58 |
|