Kestra Private Wealth Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
1,424
-654
| -31% | -$264K | 0.01% | 960 |
|
|
2025
Q1 | $872K | Sell |
2,078
-620
| -23% | -$260K | 0.01% | 726 |
|
|
2024
Q4 | $1.31M | Buy |
2,698
+472
| +21% | +$229K | 0.02% | 557 |
|
|
2024
Q3 | $1.13M | Buy |
2,226
+226
| +11% | +$115K | 0.02% | 578 |
|
|
2024
Q2 | $898K | Buy |
2,000
+589
| +42% | +$264K | 0.02% | 610 |
|
|
2024
Q1 | $672K | Buy |
+1,411
| New | +$672K | 0.02% | 687 |
|
|
2022
Q4 | – | Sell |
-824
| Closed | -$228K | – | 946 |
|
|
2022
Q3 | $228K | Buy |
+824
| New | +$228K | 0.01% | 736 |
|
|
2022
Q2 | – | Sell |
-687
| Closed | -$204K | – | 967 |
|
|
2022
Q1 | $204K | Buy |
+687
| New | +$204K | 0.01% | 884 |
|