IWC
Integrated Wealth Counsel’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $285K | Hold |
2,820
| – | – | 0.61% | 26 |
|
|
2016
Q3 | $249K | Hold |
2,820
| – | – | 0.52% | 25 |
|
|
2016
Q2 | $275K | Hold |
2,820
| – | – | 0.63% | 20 |
|
|
2016
Q1 | $252K | Hold |
2,820
| – | – | 0.57% | 20 |
|
|
2015
Q4 | $256K | Hold |
2,820
| – | – | 0.41% | 19 |
|
|
2015
Q3 | $237K | Hold |
2,820
| – | – | 0.4% | 21 |
|
|
2015
Q2 | $242K | Hold |
2,820
| – | – | 0.34% | 23 |
|
|
2015
Q1 | $236K | Hold |
2,820
| – | – | 0.3% | 26 |
|
|
2014
Q4 | $237K | Hold |
2,820
| – | – | 0.29% | 23 |
|
|
2014
Q3 | $207K | Sell |
2,820
-1,437
| -34% | -$105K | 0.21% | 24 |
|
|
2014
Q2 | $300K | Buy |
+4,257
| New | +$300K | 0.24% | 30 |
|