Mission Wealth Management’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Buy	+579	New	+$234K	0.01%	597
2024 Q2	–	Sell	-493	Closed	-$235K	–	645
2024 Q1	$235K	Buy	493 +39	+9%	+$18.6K	0.01%	566
2023 Q4	$205K	Buy	+454	New	+$205K	0.01%	529