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One Wealth Management Investment & Advisory Services’s Gartner IT Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,271
Closed -$571K – 86
2024
Q2 		$571K Buy
1,271
+33
+3% +$14.8K 0.23% 61
2024
Q1 		$590K Buy
1,238
+63
+5% +$30K 0.24% 64
2023
Q4 		$530K Buy
+1,175
New +$530K 0.24% 70