Harvest Group Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $10.8K | Buy |
33
+3
| +10% | +$977 | 0.01% | 80 |
|
2022
Q4 | $10.1K | Hold |
30
| – | – | 0.01% | 82 |
|
2022
Q3 | $9K | Hold |
30
| – | – | 0.01% | 82 |
|
2022
Q2 | $8K | Sell |
30
-2
| -6% | -$533 | ﹤0.01% | 93 |
|
2022
Q1 | $10K | Hold |
32
| – | – | 0.01% | 75 |
|
2021
Q4 | $11K | Buy |
32
+3
| +10% | +$1.03K | 0.01% | 56 |
|
2021
Q3 | $9K | Buy |
+29
| New | +$9K | 0.01% | 54 |
|