Dogwood Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6K | Buy |
4
+3
| +300% | +$1.2K | ﹤0.01% | 587 |
|
|
2025
Q1 | $420 | Buy |
+1
| New | +$420 | ﹤0.01% | 475 |
|
|
2024
Q4 | – | Hold |
0
| – | -$4 | – | 477 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 361 |
|
|
2024
Q2 | – | Hold |
0
| – | -$4 | – | 392 |
|
|
2024
Q1 | – | Hold |
0
| – | -$5 | – | 392 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 392 |
|