Fairhaven Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $996K | Buy |
2,056
+55
| +3% | +$26.6K | 0.31% | 45 |
|
|
2024
Q3 | $1.01M | Buy |
2,001
+59
| +3% | +$29.9K | 0.31% | 46 |
|
|
2024
Q2 | $872K | Buy |
1,942
+760
| +64% | +$341K | 0.29% | 47 |
|
|
2024
Q1 | $563K | Buy |
1,182
+59
| +5% | +$28.1K | 0.19% | 55 |
|
|
2023
Q4 | $507K | Buy |
1,123
+77
| +7% | +$34.7K | 0.19% | 56 |
|
|
2023
Q3 | $359K | Buy |
1,046
+76
| +8% | +$26.1K | 0.14% | 70 |
|
|
2023
Q2 | $340K | Buy |
+970
| New | +$340K | 0.13% | 78 |
|
|
2022
Q4 | $282K | Buy |
839
+62
| +8% | +$20.8K | 0.12% | 80 |
|
|
2022
Q3 | $215K | Buy |
+777
| New | +$215K | 0.1% | 91 |
|