Bay Harbor Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62K | Buy |
4
+2
| +100% | +$808 | ﹤0.01% | 351 |
|
|
2025
Q1 | $839 | Buy |
+2
| New | +$839 | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$2K | – | 366 |
|
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 290 |
|
|
2019
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 337 |
|
|
2018
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 356 |
|