DAS
Diversify Advisory Services’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-825
| Closed | -$347K | – | 848 |
|
|
2025
Q1 | $347K | Sell |
825
-23
| -3% | -$9.67K | 0.02% | 451 |
|
|
2024
Q4 | $415K | Sell |
848
-224
| -21% | -$110K | 0.02% | 402 |
|
|
2024
Q3 | $561K | Sell |
1,072
-96
| -8% | -$50.3K | 0.03% | 359 |
|
|
2024
Q2 | $523K | Sell |
1,168
-966
| -45% | -$433K | 0.03% | 377 |
|
|
2024
Q1 | $1.02M | Buy |
+2,134
| New | +$1.02M | 0.06% | 248 |
|