Envestnet Portfolio Solutions’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
555
-314
| -36% | -$127K | ﹤0.01% | 1459 |
|
|
2025
Q1 | $365K | Sell |
869
-1,788
| -67% | -$750K | ﹤0.01% | 1193 |
|
|
2024
Q4 | $1.29M | Sell |
2,657
-3,783
| -59% | -$1.83M | ﹤0.01% | 826 |
|
|
2024
Q3 | $3.26M | Sell |
6,440
-53
| -0.8% | -$26.9K | 0.01% | 506 |
|
|
2024
Q2 | $2.92M | Sell |
6,493
-1,426
| -18% | -$640K | 0.01% | 530 |
|
|
2024
Q1 | $3.77M | Sell |
7,919
-759
| -9% | -$362K | 0.01% | 454 |
|
|
2023
Q4 | $3.91M | Buy |
8,678
+854
| +11% | +$385K | 0.02% | 399 |
|
|
2023
Q3 | $2.69M | Buy |
+7,824
| New | +$2.69M | 0.01% | 462 |
|