PWA
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Phoenix Wealth Advisors’s Gartner IT Stock Holding History

Phoenix Wealth Advisors’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-63
Closed -$19K – 235
2021
Q3 		$19K Hold
63
– – 0.01% 269
2021
Q2 		$16K Hold
63
– – 0.01% 271
2021
Q1 		$12K Hold
63
– – 0.01% 285
2020
Q4 		$10K Buy
+63
New +$10K 0.01% 295