AWM
Atticus Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$4.89K | – | 603 |
|
|
2023
Q1 | $4.89K | Sell |
15
-34
| -69% | -$11.1K | ﹤0.01% | 439 |
|
|
2022
Q4 | $16.5K | Sell |
49
-31
| -39% | -$10.4K | 0.01% | 347 |
|
|
2022
Q3 | $19K | Hold |
80
| – | – | 0.01% | 318 |
|
|
2022
Q2 | $19K | Sell |
80
-4
| -5% | -$950 | 0.01% | 347 |
|
|
2022
Q1 | $25K | Sell |
84
-41
| -33% | -$12.2K | 0.01% | 307 |
|
|
2021
Q4 | $42K | Sell |
125
-276
| -69% | -$92.7K | 0.02% | 245 |
|
|
2021
Q3 | $122K | Buy |
+401
| New | +$122K | 0.05% | 140 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$3K | – | 305 |
|
|
2020
Q1 | $3K | Sell |
30
-4,850
| -99% | -$485K | ﹤0.01% | 263 |
|
|
2019
Q4 | $752K | Buy |
+4,880
| New | +$752K | 0.48% | 43 |
|