Elwood & Goetz Wealth Advisory Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Hold |
1,551
| – | – | 0.14% | 45 |
|
|
2025
Q1 | $651K | Hold |
1,551
| – | – | 0.16% | 38 |
|
|
2024
Q4 | $751K | Sell |
1,551
-163
| -10% | -$79K | 0.18% | 39 |
|
|
2024
Q3 | $869K | Hold |
1,714
| – | – | 0.22% | 35 |
|
|
2024
Q2 | $770K | Buy |
1,714
+420
| +32% | +$189K | 0.22% | 33 |
|
|
2024
Q1 | $617K | Buy |
+1,294
| New | +$617K | 0.15% | 45 |
|