Avidian Wealth Enterprises’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-696
| Closed | -$234K | – | 488 |
|
|
2022
Q4 | $234K | Buy |
+696
| New | +$234K | 0.02% | 403 |
|
|
2022
Q1 | – | Sell |
-688
| Closed | -$230K | – | 525 |
|
|
2021
Q4 | $230K | Buy |
688
+27
| +4% | +$9.03K | 0.01% | 452 |
|
|
2021
Q3 | $201K | Buy |
+661
| New | +$201K | 0.02% | 352 |
|
|
2020
Q1 | – | Sell |
-7,649
| Closed | -$1.18M | – | 227 |
|
|
2019
Q4 | $1.18M | Sell |
7,649
-724
| -9% | -$112K | 0.17% | 59 |
|
|
2019
Q3 | $1.2M | Buy |
+8,373
| New | +$1.2M | 0.2% | 48 |
|