SteelPeak Wealth’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,093
| Closed | -$620K | – | 448 |
|
|
2023
Q1 | $620K | Buy |
25,093
+10,857
| +76% | +$268K | 0.04% | 212 |
|
|
2022
Q4 | $429K | Buy |
14,236
+8,827
| +163% | +$266K | 0.03% | 265 |
|
|
2022
Q3 | $225K | Sell |
5,409
-19,363
| -78% | -$805K | 0.02% | 355 |
|
|
2022
Q2 | $823K | Buy |
24,772
+12,801
| +107% | +$425K | 0.06% | 188 |
|
|
2022
Q1 | $715K | Buy |
+11,971
| New | +$715K | 0.04% | 219 |
|