Evoke 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 | $270K | Buy |
+668
| New | +$270K | 0.01% | 472 |
|
2022
Q4 | – | Sell |
-23
| Closed | -$6K | – | 751 |
|
2022
Q3 | $6K | Sell |
23
-2
| -8% | -$522 | ﹤0.01% | 849 |
|
2022
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 852 |
|
2022
Q1 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 836 |
|
2020
Q2 | – | Sell |
-6
| Closed | -$597 | – | 1126 |
|
2020
Q1 | $597 | Sell |
6
-27
| -82% | -$2.69K | ﹤0.01% | 998 |
|
2019
Q4 | $5.09K | Buy |
33
+3
| +10% | +$462 | ﹤0.01% | 905 |
|
2019
Q3 | $4.29K | Buy |
+30
| New | +$4.29K | ﹤0.01% | 1043 |
|