FirstPurpose Wealth’s Gartner IT Stock Holding History

FirstPurpose Wealth’s Portfolio IT Stock Details IT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$404K	Sell
2023 Q4	$411K	Buy
2023 Q3	$304K	Sell
2023 Q2	$311K	Sell
2023 Q1	$348K	Buy
2022 Q4	$341K	Buy
2022 Q3	$253K	Buy
2022 Q2	–	Sell
2022 Q1	$281K	Sell
2021 Q4	$338K	Buy