TD Private Client Wealth’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-554
| Closed | -$10.2K | – | 1277 |
|
|
2023
Q4 | $10.2K | Buy |
554
+180
| +48% | +$3.33K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $6.13K | Buy |
374
+34
| +10% | +$558 | ﹤0.01% | 1093 |
|
|
2023
Q2 | $8.63K | Buy |
340
+157
| +86% | +$3.99K | ﹤0.01% | 1073 |
|
|
2023
Q1 | $4.52K | Hold |
183
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q4 | $5.51K | Buy |
183
+111
| +154% | +$3.34K | ﹤0.01% | 1067 |
|
|
2022
Q3 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 1089 |
|