CWM
Compass Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$7.98K | – | 275 |
|
|
2025
Q1 | $7.98K | Hold |
19
| – | – | ﹤0.01% | 358 |
|
|
2024
Q4 | $9.21K | Hold |
19
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $9.63K | Hold |
19
| – | – | ﹤0.01% | 352 |
|
|
2024
Q2 | $8.53K | Hold |
19
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $9.06K | Hold |
19
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $8.57K | Hold |
19
| – | – | ﹤0.01% | 344 |
|
|
2023
Q3 | $6.53K | Hold |
19
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $6.66K | Hold |
19
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $6.19K | Hold |
19
| – | – | ﹤0.01% | 377 |
|
|
2022
Q4 | $6.39K | Buy |
+19
| New | +$6.39K | ﹤0.01% | 370 |
|