Icon Wealth Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.76M | Sell |
5,132
-18
| -0.3% | -$6.19K | 0.2% | 89 |
|
|
2023
Q2 | $1.8M | Sell |
5,150
-2,106
| -29% | -$738K | 0.19% | 92 |
|
|
2023
Q1 | $2.36M | Buy |
+7,256
| New | +$2.36M | 0.26% | 85 |
|
|
2022
Q2 | $1.9M | Sell |
7,875
-1,650
| -17% | -$399K | 0.23% | 101 |
|
|
2022
Q1 | $2.83M | Sell |
9,525
-428
| -4% | -$127K | 0.28% | 79 |
|
|
2021
Q4 | $3.33M | Buy |
9,953
+343
| +4% | +$115K | 0.33% | 79 |
|
|
2021
Q3 | $2.92M | Buy |
9,610
+331
| +4% | +$101K | 0.31% | 84 |
|
|
2021
Q2 | $2.25M | Sell |
9,279
-1,447
| -13% | -$350K | 0.24% | 95 |
|
|
2021
Q1 | $1.96M | Buy |
10,726
+1,748
| +19% | +$319K | 0.25% | 96 |
|
|
2020
Q4 | $1.44M | Buy |
8,978
+1,946
| +28% | +$312K | 0.23% | 89 |
|
|
2020
Q3 | $879K | Buy |
+7,032
| New | +$879K | 0.17% | 105 |
|