Graves Light Lenhart Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-346
| Closed | -$116K | – | 713 |
|
|
2021
Q4 | $116K | Sell |
346
-76
| -18% | -$25.5K | 0.02% | 270 |
|
|
2021
Q3 | $128K | Sell |
422
-170
| -29% | -$51.6K | 0.02% | 237 |
|
|
2021
Q2 | $143K | Sell |
592
-137
| -19% | -$33.1K | 0.02% | 217 |
|
|
2021
Q1 | $133K | Hold |
729
| – | – | 0.02% | 225 |
|
|
2020
Q4 | $117K | Buy |
+729
| New | +$117K | 0.02% | 234 |
|