Gen-Wealth Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
603
+88
| +17% | +$35.6K | 0.09% | 195 |
|
|
2025
Q1 | $216K | Sell |
515
-1
| -0.2% | -$420 | 0.09% | 200 |
|
|
2024
Q4 | $250K | Buy |
516
+13
| +3% | +$6.3K | 0.11% | 185 |
|
|
2024
Q3 | $261K | Buy |
503
+38
| +8% | +$19.7K | 0.11% | 185 |
|
|
2024
Q2 | $209K | Buy |
+465
| New | +$209K | 0.1% | 201 |
|