CreativeOne Wealth’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-451	Closed	-$229K	–	1097
2024 Q3	$229K	Buy	+451	New	+$229K	0.01%	865
2024 Q2	–	Sell	-466	Closed	-$222K	–	845
2024 Q1	$222K	Buy	+466	New	+$222K	0.01%	812