Glassman Wealth Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-78
| Closed | -$35.2K | – | 996 |
|
|
2023
Q4 | $35.2K | Buy |
78
+2
| +3% | +$902 | 0.01% | 545 |
|
|
2023
Q3 | $26.1K | Hold |
76
| – | – | ﹤0.01% | 591 |
|
|
2023
Q2 | $26.6K | Sell |
76
-11
| -13% | -$3.85K | ﹤0.01% | 555 |
|
|
2023
Q1 | $28.3K | Buy |
87
+14
| +19% | +$4.56K | ﹤0.01% | 542 |
|
|
2022
Q4 | $24.5K | Buy |
73
+4
| +6% | +$1.35K | ﹤0.01% | 612 |
|
|
2022
Q3 | $19K | Buy |
69
+1
| +1% | +$275 | ﹤0.01% | 629 |
|
|
2022
Q2 | $16K | Buy |
68
+11
| +19% | +$2.59K | ﹤0.01% | 689 |
|
|
2022
Q1 | $17K | Buy |
57
+7
| +14% | +$2.09K | ﹤0.01% | 695 |
|
|
2021
Q4 | $17K | Buy |
50
+7
| +16% | +$2.38K | ﹤0.01% | 651 |
|
|
2021
Q3 | $13K | Buy |
43
+12
| +39% | +$3.63K | ﹤0.01% | 700 |
|
|
2021
Q2 | $8K | Buy |
31
+8
| +35% | +$2.07K | ﹤0.01% | 803 |
|
|
2021
Q1 | $4K | Buy |
23
+5
| +28% | +$870 | ﹤0.01% | 934 |
|
|
2020
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 981 |
|
|
2020
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q2 | $2K | Buy |
18
+1
| +6% | +$111 | ﹤0.01% | 864 |
|
|
2020
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 717 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$2K | – | 1116 |
|
|
2018
Q4 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 551 |
|