AO
Advisor OS’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,754
| Closed | -$889K | – | 432 |
|
|
2024
Q3 | $889K | Sell |
1,754
-110
| -6% | -$55.7K | 0.09% | 171 |
|
|
2024
Q2 | $837K | Sell |
1,864
-371
| -17% | -$167K | 0.09% | 181 |
|
|
2024
Q1 | $1.07M | Buy |
2,235
+167
| +8% | +$79.6K | 0.12% | 156 |
|
|
2023
Q4 | $933K | Sell |
2,068
-470
| -19% | -$212K | 0.12% | 151 |
|
|
2023
Q3 | $872K | Buy |
2,538
+578
| +29% | +$199K | 0.13% | 143 |
|
|
2023
Q2 | $687K | Buy |
1,960
+492
| +34% | +$172K | 0.11% | 173 |
|
|
2023
Q1 | $478K | Buy |
+1,468
| New | +$478K | 0.11% | 168 |
|