Mitchell & Pahl Private Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-468
| Closed | -$210K | – | 148 |
|
|
2024
Q2 | $210K | Sell |
468
-1
| -0.2% | -$449 | 0.11% | 141 |
|
|
2024
Q1 | $224K | Sell |
469
-24
| -5% | -$11.4K | 0.12% | 138 |
|
|
2023
Q4 | $222K | Buy |
+493
| New | +$222K | 0.13% | 139 |
|
|
2023
Q3 | – | Sell |
-586
| Closed | -$205K | – | 150 |
|
|
2023
Q2 | $205K | Buy |
+586
| New | +$205K | 0.12% | 150 |
|
|
2023
Q1 | – | Sell |
-643
| Closed | -$216K | – | 154 |
|
|
2022
Q4 | $216K | Buy |
+643
| New | +$216K | 0.14% | 146 |
|
|
2022
Q2 | – | Sell |
-775
| Closed | -$231K | – | 162 |
|
|
2022
Q1 | $231K | Sell |
775
-7
| -0.9% | -$2.09K | 0.15% | 154 |
|
|
2021
Q4 | $261K | Hold |
782
| – | – | 0.17% | 143 |
|
|
2021
Q3 | $238K | Buy |
+782
| New | +$238K | 0.17% | 139 |
|