MWM
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MGB Wealth Management’s Gartner IT Stock Holding History

MGB Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-509
Closed -$247K – 301
2024
Q4 		$247K Buy
+509
New +$247K 0.08% 177