Avion Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
13
+7
| +117% | +$2.69K | ﹤0.01% | 621 |
|
|
2025
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $2K | Buy |
6
+1
| +20% | +$333 | ﹤0.01% | 722 |
|
|
2024
Q3 | $2K | Buy |
5
+3
| +150% | +$1.2K | ﹤0.01% | 689 |
|
|
2024
Q2 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1099 |
|
|
2024
Q1 | $2K | Buy |
4
+3
| +300% | +$1.5K | ﹤0.01% | 698 |
|
|
2023
Q4 | $0 | Sell |
1
-8
| -89% | – | ﹤0.01% | 1210 |
|
|
2023
Q3 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 423 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 885 |
|
|
2023
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 651 |
|