Aaron Wealth Advisors’s Gartner IT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-443
| Closed | -$215K | – | 473 |
|
2024
Q4 | $215K | Sell |
443
-133
| -23% | -$64.4K | 0.02% | 419 |
|
2024
Q3 | $292K | Buy |
+576
| New | +$292K | 0.03% | 310 |
|
2022
Q2 | – | Sell |
-63,953
| Closed | -$215K | – | 509 |
|
2022
Q1 | $215K | Buy |
+63,953
| New | +$215K | ﹤0.01% | 771 |
|