IAA
Independent Advisor Alliance’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Sell |
914
-148
| -14% | -$59.8K | 0.01% | 675 |
|
|
2025
Q1 | $446K | Sell |
1,062
-35
| -3% | -$14.7K | 0.01% | 555 |
|
|
2024
Q4 | $531K | Buy |
1,097
+245
| +29% | +$119K | 0.01% | 947 |
|
|
2024
Q3 | $432K | Sell |
852
-146
| -15% | -$74K | 0.02% | 487 |
|
|
2024
Q2 | $448K | Buy |
998
+72
| +8% | +$32.3K | 0.02% | 486 |
|
|
2024
Q1 | $441K | Sell |
926
-1
| -0.1% | -$476 | 0.02% | 480 |
|
|
2023
Q4 | $418K | Sell |
927
-124
| -12% | -$55.9K | 0.02% | 472 |
|
|
2023
Q3 | $361K | Buy |
1,051
+27
| +3% | +$9.28K | 0.02% | 476 |
|
|
2023
Q2 | $359K | Buy |
1,024
+33
| +3% | +$11.6K | 0.02% | 493 |
|
|
2023
Q1 | $323K | Buy |
+991
| New | +$323K | 0.02% | 501 |
|