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