BSW Wealth Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-660
| Closed | -$320K | – | 321 |
|
|
2024
Q4 | $320K | Buy |
660
+14
| +2% | +$6.78K | 0.05% | 222 |
|
|
2024
Q3 | $327K | Buy |
+646
| New | +$327K | 0.05% | 211 |
|
|
2024
Q1 | – | Sell |
-617
| Closed | -$278K | – | 311 |
|
|
2023
Q4 | $278K | Buy |
617
+22
| +4% | +$9.92K | 0.06% | 212 |
|
|
2023
Q3 | $204K | Sell |
595
-125
| -17% | -$43K | 0.05% | 227 |
|
|
2023
Q2 | $252K | Buy |
720
+7
| +1% | +$2.45K | 0.05% | 214 |
|
|
2023
Q1 | $232K | Sell |
713
-42
| -6% | -$13.7K | 0.05% | 269 |
|
|
2022
Q4 | $254K | Buy |
+755
| New | +$254K | 0.05% | 247 |
|
|
2022
Q3 | – | Sell |
-864
| Closed | -$209K | – | 284 |
|
|
2022
Q2 | $209K | Sell |
864
-46
| -5% | -$11.1K | 0.05% | 253 |
|
|
2022
Q1 | $271K | Buy |
910
+293
| +47% | +$87.3K | 0.07% | 219 |
|
|
2021
Q4 | $206K | Buy |
+617
| New | +$206K | 0.05% | 243 |
|