JFS Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.9K | Sell |
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|
2025
Q2 | $40K | Sell |
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|
2025
Q1 | $46.6K | Sell |
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|
2024
Q4 | $58.6K | Sell |
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|
2024
Q3 | $62.3K | Buy |
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|
2024
Q2 | $54.8K | Hold |
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|
2024
Q1 | $58.2K | Hold |
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|
2023
Q4 | $55K | Hold |
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|
2023
Q3 | $41.9K | Hold |
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|
2023
Q2 | $42.7K | Hold |
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|
2023
Q1 | $39.7K | Sell |
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|
2022
Q4 | $41.7K | Hold |
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|
2022
Q3 | $34K | Sell |
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|
2022
Q2 | $32K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $6K | Buy |
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