AE Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-415
| Closed | -$211K | – | 2144 |
|
|
2024
Q3 | $211K | Buy |
+415
| New | +$211K | ﹤0.01% | 1161 |
|
|
2024
Q1 | – | Sell |
-672
| Closed | -$310K | – | 1575 |
|
|
2023
Q4 | $310K | Buy |
+672
| New | +$310K | ﹤0.01% | 1680 |
|
|
2023
Q3 | – | Sell |
-586
| Closed | -$205K | – | 2010 |
|
|
2023
Q2 | $205K | Buy |
+586
| New | +$205K | ﹤0.01% | 1737 |
|
|
2023
Q1 | – | Sell |
-893
| Closed | -$300K | – | 1942 |
|
|
2022
Q4 | $300K | Buy |
+893
| New | +$300K | ﹤0.01% | 1497 |
|