Kingswood Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-422
| Closed | -$204K | – | 777 |
|
|
2024
Q4 | $204K | Sell |
422
-1,360
| -76% | -$659K | 0.02% | 728 |
|
|
2024
Q3 | $903K | Sell |
1,782
-338
| -16% | -$171K | 0.06% | 320 |
|
|
2024
Q2 | $952K | Buy |
2,120
+210
| +11% | +$94.3K | 0.09% | 246 |
|
|
2024
Q1 | $910K | Sell |
1,910
-257
| -12% | -$123K | 0.11% | 223 |
|
|
2023
Q4 | $978K | Buy |
2,167
+10
| +0.5% | +$4.51K | 0.11% | 201 |
|
|
2023
Q3 | $741K | Buy |
+2,157
| New | +$741K | 0.13% | 183 |
|