FirstPurpose Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $404K | Sell |
872
-38
| -4% | -$17.6K | 0.15% | 127 |
|
|
2023
Q4 | $411K | Buy |
910
+25
| +3% | +$11.3K | 0.16% | 111 |
|
|
2023
Q3 | $304K | Sell |
885
-4
| -0.4% | -$1.37K | 0.13% | 139 |
|
|
2023
Q2 | $311K | Sell |
889
-178
| -17% | -$62.4K | 0.13% | 133 |
|
|
2023
Q1 | $348K | Buy |
1,067
+52
| +5% | +$16.9K | 0.17% | 107 |
|
|
2022
Q4 | $341K | Buy |
1,015
+102
| +11% | +$34.3K | 0.19% | 101 |
|
|
2022
Q3 | $253K | Buy |
+913
| New | +$253K | 0.17% | 116 |
|
|
2022
Q2 | – | Sell |
-946
| Closed | -$281K | – | 152 |
|
|
2022
Q1 | $281K | Sell |
946
-64
| -6% | -$19K | 0.22% | 100 |
|
|
2021
Q4 | $338K | Buy |
+1,010
| New | +$338K | 0.21% | 88 |
|