RPWA
GTM

Regent Peak Wealth Advisors’s ZoomInfo Technologies GTM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,425
Closed -$69K – 1037
2020
Q4 		$69K Buy
+1,425
New +$69K 0.02% 263