MBM Wealth Consultants’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-81
| Closed | -$26K | – | 188 |
|
|
2023
Q1 | $26K | Hold |
81
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $27K | Hold |
81
| – | – | 0.01% | 190 |
|
|
2022
Q3 | $23K | Hold |
81
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $20K | Hold |
81
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $24K | Hold |
81
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $27K | Hold |
81
| – | – | 0.01% | 199 |
|
|
2021
Q3 | $25K | Buy |
+81
| New | +$25K | 0.01% | 197 |
|