KWM
Kolinsky Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-473
| Closed | -$240K | – | 186 |
|
|
2024
Q3 | $240K | Sell |
473
-36
| -7% | -$18.2K | 0.16% | 141 |
|
|
2024
Q2 | $229K | Sell |
509
-25
| -5% | -$11.2K | 0.16% | 135 |
|
|
2024
Q1 | $255K | Sell |
534
-13
| -2% | -$6.2K | 0.19% | 117 |
|
|
2023
Q4 | $247K | Sell |
547
-173
| -24% | -$78K | 0.22% | 116 |
|
|
2023
Q3 | $247K | Buy |
720
+27
| +4% | +$9.28K | 0.25% | 100 |
|
|
2023
Q2 | $237K | Buy |
+693
| New | +$237K | 0.23% | 110 |
|