TFC Financial 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
Q1 | – | Sell |
-50
| Closed | -$925 | – | 918 |
|
|
2023
Q4 | $925 | Hold |
50
| – | – | ﹤0.01% | 519 |
|
|
2023
Q3 | $820 | Hold |
50
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $1.27K | Sell |
50
-196
| -80% | -$4.98K | ﹤0.01% | 489 |
|
|
2023
Q1 | $6.08K | Hold |
246
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $7.41K | Hold |
246
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $10K | Buy |
246
+196
| +392% | +$7.97K | ﹤0.01% | 317 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $3K | Sell |
50
-33
| -40% | -$1.98K | ﹤0.01% | 397 |
|
|
2021
Q4 | $5K | Buy |
83
+33
| +66% | +$1.99K | ﹤0.01% | 399 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 436 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 426 |
|