BerganKDV Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $40.6K | Hold |
116
| – | – | ﹤0.01% | 403 |
|
2023
Q1 | $37.8K | Hold |
116
| – | – | ﹤0.01% | 426 |
|
2022
Q4 | $39K | Hold |
116
| – | – | ﹤0.01% | 404 |
|
2022
Q3 | $32K | Hold |
116
| – | – | ﹤0.01% | 421 |
|
2022
Q2 | $28K | Hold |
116
| – | – | ﹤0.01% | 452 |
|
2022
Q1 | $35K | Sell |
116
-25
| -18% | -$7.54K | ﹤0.01% | 436 |
|
2021
Q4 | $47K | Buy |
141
+25
| +22% | +$8.33K | ﹤0.01% | 432 |
|
2021
Q3 | $35K | Buy |
116
+108
| +1,350% | +$32.6K | ﹤0.01% | 447 |
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 821 |
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 870 |
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 873 |
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 822 |
|
2020
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 872 |
|