NWAG
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Net Worth Advisory Group’s Gartner IT Stock Holding History

Net Worth Advisory Group’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
Q2 		$281K Buy
695
+21
+3% +$8.49K 0.06% 323
2025
Q1 		$283K Sell
674
-12
-2% -$5.03K 0.09% 271
2024
Q4 		$332K Buy
686
+3
+0.4% +$1.45K 0.1% 228
2024
Q3 		$346K Buy
+683
New +$346K 0.1% 229