Evergreen Private Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
284
-46
| -14% | -$18.6K | 0.05% | 88 |
|
|
2025
Q1 | $139K | Buy |
330
+1
| +0.3% | +$420 | 0.06% | 85 |
|
|
2024
Q4 | $159K | Buy |
329
+2
| +0.6% | +$969 | 0.07% | 79 |
|
|
2024
Q3 | $166K | Buy |
327
+3
| +0.9% | +$1.52K | 0.08% | 79 |
|
|
2024
Q2 | $145K | Hold |
324
| – | – | 0.07% | 78 |
|
|
2024
Q1 | $154K | Sell |
324
-17
| -5% | -$8.1K | 0.08% | 81 |
|
|
2023
Q4 | $154K | Buy |
+341
| New | +$154K | 0.08% | 74 |
|