TLA
GTM
Tanglewood Legacy Advisors’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-670
| Closed | -$12.4K | – | 302 |
|
|
2023
Q4 | $12.4K | Hold |
670
| – | – | 0.01% | 234 |
|
|
2023
Q3 | $11K | Hold |
670
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $17K | Hold |
670
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $16.6K | Hold |
670
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $20.2K | Buy |
+670
| New | +$20.2K | 0.01% | 184 |
|