West Oak Capital’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$3.83K | – | 331 |
|
|
2024
Q2 | $3.83K | Hold |
300
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 270 |
|
|
2023
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $5K | Buy |
300
+250
| +500% | +$4.17K | ﹤0.01% | 269 |
|
|
2023
Q2 | $1.27K | Hold |
50
| – | – | ﹤0.01% | 291 |
|
|
2023
Q1 | $1.24K | Buy |
+50
| New | +$1.24K | ﹤0.01% | 293 |
|