DWM
Diversify Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,017
| Closed | -$428K | – | 541 |
|
|
2025
Q1 | $428K | Sell |
1,017
-339
| -25% | -$143K | 0.03% | 379 |
|
|
2024
Q4 | $663K | Sell |
1,356
-337
| -20% | -$165K | 0.05% | 293 |
|
|
2024
Q3 | $882K | Sell |
1,693
-107
| -6% | -$55.7K | 0.08% | 212 |
|
|
2024
Q2 | $823K | Buy |
+1,800
| New | +$823K | 0.1% | 185 |
|