Wealthfront Advisers’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,173
| Closed | -$208K | – | 844 |
|
|
2023
Q2 | $208K | Buy |
+8,173
| New | +$208K | ﹤0.01% | 814 |
|
|
2023
Q1 | – | Sell |
-10,101
| Closed | -$304K | – | 822 |
|
|
2022
Q4 | $304K | Sell |
10,101
-1,111
| -10% | -$33.5K | ﹤0.01% | 714 |
|
|
2022
Q3 | $467K | Buy |
11,212
+4,052
| +57% | +$169K | ﹤0.01% | 609 |
|
|
2022
Q2 | $238K | Sell |
7,160
-187
| -3% | -$6.22K | ﹤0.01% | 731 |
|
|
2022
Q1 | $438K | Buy |
7,347
+4,000
| +120% | +$238K | ﹤0.01% | 652 |
|
|
2021
Q4 | $215K | Sell |
3,347
-915
| -21% | -$58.8K | ﹤0.01% | 741 |
|
|
2021
Q3 | $261K | Buy |
+4,262
| New | +$261K | ﹤0.01% | 641 |
|