VFA
GTM
Values First Advisors’s ZoomInfo Technologies GTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46,228
| Closed | -$1.14M | – | 380 |
|
|
2023
Q1 | $1.14M | Buy |
46,228
+21,427
| +86% | +$529K | 0.73% | 42 |
|
|
2022
Q4 | $747K | Sell |
24,801
-4,592
| -16% | -$138K | 0.52% | 58 |
|
|
2022
Q3 | $1.23M | Buy |
29,393
+12,141
| +70% | +$506K | 0.88% | 37 |
|
|
2022
Q2 | $573K | Buy |
17,252
+10,180
| +144% | +$338K | 0.41% | 76 |
|
|
2022
Q1 | $422K | Buy |
7,072
+1,231
| +21% | +$73.5K | 0.27% | 103 |
|
|
2021
Q4 | $375K | Sell |
5,841
-130
| -2% | -$8.35K | 0.22% | 114 |
|
|
2021
Q3 | $365K | Buy |
+5,971
| New | +$365K | 0.24% | 114 |
|