Spire Wealth Management’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-57
| Closed | -$728 | – | 2287 |
|
|
2024
Q2 | $728 | Buy |
57
+1
| +2% | +$13 | ﹤0.01% | 2159 |
|
|
2024
Q1 | $898 | Sell |
56
-50
| -47% | -$802 | ﹤0.01% | 2218 |
|
|
2023
Q4 | $1.65K | Hold |
106
| – | – | ﹤0.01% | 2182 |
|
|
2023
Q3 | $1.74K | Hold |
106
| – | – | ﹤0.01% | 2159 |
|
|
2023
Q2 | $2.69K | Hold |
106
| – | – | ﹤0.01% | 2142 |
|
|
2023
Q1 | $2.62K | Sell |
106
-475
| -82% | -$11.7K | ﹤0.01% | 2202 |
|
|
2022
Q4 | $17K | Hold |
581
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q3 | $24K | Buy |
581
+525
| +938% | +$21.7K | ﹤0.01% | 1267 |
|
|
2022
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2412 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$1K | – | 2920 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2904 |
|