Castle Wealth Management’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-365	Closed	-$101K	–	361
2022 Q3	$101K	Hold	365	–	–	0.06%	149
2022 Q2	$89K	Buy	+365	New	+$89K	0.05%	159