SWP
GTM

Strategic Wealth Partners’s ZoomInfo Technologies GTM Stock Holding History

Strategic Wealth Partners’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,107
Closed -$166K – 304
2023
Q3 		$166K Sell
10,107
-296
-3% -$4.85K 0.02% 273
2023
Q2 		$264K Buy
+10,403
New +$264K 0.03% 255