JFS Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Sell |
99
-12
| -11% | -$4.85K | ﹤0.01% | 509 |
|
|
2025
Q1 | $46.6K | Sell |
111
-10
| -8% | -$4.2K | ﹤0.01% | 488 |
|
|
2024
Q4 | $58.6K | Sell |
121
-2
| -2% | -$969 | ﹤0.01% | 433 |
|
|
2024
Q3 | $62.3K | Buy |
123
+1
| +0.8% | +$507 | ﹤0.01% | 431 |
|
|
2024
Q2 | $54.8K | Hold |
122
| – | – | ﹤0.01% | 402 |
|
|
2024
Q1 | $58.2K | Hold |
122
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $55K | Hold |
122
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $41.9K | Hold |
122
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $42.7K | Hold |
122
| – | – | ﹤0.01% | 391 |
|
|
2023
Q1 | $39.7K | Sell |
122
-2
| -2% | -$652 | ﹤0.01% | 403 |
|
|
2022
Q4 | $41.7K | Hold |
124
| – | – | ﹤0.01% | 391 |
|
|
2022
Q3 | $34K | Sell |
124
-7
| -5% | -$1.92K | ﹤0.01% | 453 |
|
|
2022
Q2 | $32K | Buy |
131
+14
| +12% | +$3.42K | ﹤0.01% | 490 |
|
|
2022
Q1 | $35K | Buy |
117
+100
| +588% | +$29.9K | ﹤0.01% | 490 |
|
|
2021
Q4 | $6K | Buy |
+17
| New | +$6K | ﹤0.01% | 762 |
|