KSWA
Kathleen S. Wright Associates’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19
| Closed | -$9.63K | – | 283 |
|
|
2024
Q3 | $9.63K | Hold |
19
| – | – | ﹤0.01% | 253 |
|
|
2024
Q2 | $8.53K | Hold |
19
| – | – | ﹤0.01% | 200 |
|
|
2024
Q1 | $9.06K | Hold |
19
| – | – | ﹤0.01% | 192 |
|
|
2023
Q4 | $8.57K | Hold |
19
| – | – | ﹤0.01% | 169 |
|
|
2023
Q3 | $6.53K | Hold |
19
| – | – | ﹤0.01% | 160 |
|
|
2023
Q2 | $6.66K | Hold |
19
| – | – | ﹤0.01% | 141 |
|
|
2023
Q1 | $6.19K | Hold |
19
| – | – | ﹤0.01% | 141 |
|
|
2022
Q4 | $6K | Hold |
19
| – | – | ﹤0.01% | 171 |
|
|
2022
Q3 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 159 |
|