Cassady Schiller 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	$1.45K	Buy	+3	New	+$1.45K	﹤0.01%	675
2022 Q1	–	Sell	-3	Closed	-$1K	–	345
2021 Q4	$1K	Buy	+3	New	+$1K	﹤0.01%	466