Avitas 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 | $871K | Sell |
1,797
-50
| -3% | -$24.2K | 0.12% | 139 |
|
|
2024
Q3 | $936K | Sell |
1,847
-144
| -7% | -$73K | 0.13% | 145 |
|
|
2024
Q2 | $894K | Sell |
1,991
-119
| -6% | -$53.4K | 0.13% | 147 |
|
|
2024
Q1 | $1.01M | Sell |
2,110
-25
| -1% | -$11.9K | 0.15% | 139 |
|
|
2023
Q4 | $963K | Sell |
2,135
-10
| -0.5% | -$4.51K | 0.16% | 135 |
|
|
2023
Q3 | $737K | Sell |
2,145
-67
| -3% | -$23K | 0.14% | 141 |
|
|
2023
Q2 | $775K | Sell |
2,212
-37
| -2% | -$13K | 0.14% | 137 |
|
|
2023
Q1 | $733K | Sell |
2,249
-83
| -4% | -$27K | 0.14% | 141 |
|
|
2022
Q4 | $784K | Sell |
2,332
-11
| -0.5% | -$3.7K | 0.17% | 123 |
|
|
2022
Q3 | $648K | Buy |
2,343
+11
| +0.5% | +$3.04K | 0.15% | 128 |
|
|
2022
Q2 | $564K | Sell |
2,332
-51
| -2% | -$12.3K | 0.12% | 139 |
|
|
2022
Q1 | $709K | Sell |
2,383
-2,554
| -52% | -$760K | 0.13% | 144 |
|
|
2021
Q4 | $1.65M | Buy |
4,937
+181
| +4% | +$60.5K | 0.28% | 102 |
|
|
2021
Q3 | $1.45M | Sell |
4,756
-31
| -0.6% | -$9.42K | 0.26% | 117 |
|
|
2021
Q2 | $1.16M | Buy |
4,787
+180
| +4% | +$43.6K | 0.21% | 129 |
|
|
2021
Q1 | $841K | Buy |
+4,607
| New | +$841K | 0.16% | 149 |
|