Dynasty 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 | $871K | Buy |
2,156
+69
| +3% | +$27.9K | 0.01% | 140 |
|
|
2025
Q1 | $876K | Sell |
2,087
-43
| -2% | -$18K | 0.01% | 153 |
|
|
2024
Q4 | $1.03M | Sell |
2,130
-951
| -31% | -$461K | 0.02% | 145 |
|
|
2024
Q3 | $1.56M | Sell |
3,081
-177
| -5% | -$89.7K | 0.05% | 89 |
|
|
2024
Q2 | $1.46M | Buy |
3,258
+253
| +8% | +$114K | 0.04% | 99 |
|
|
2024
Q1 | $1.43M | Buy |
+3,005
| New | +$1.43M | 0.05% | 93 |
|