QPWM
Quadrant Private Wealth Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-638
| Closed | -$219K | – | 250 |
|
|
2023
Q3 | $219K | Sell |
638
-45
| -7% | -$15.5K | 0.07% | 196 |
|
|
2023
Q2 | $239K | Buy |
683
+15
| +2% | +$5.26K | 0.07% | 216 |
|
|
2023
Q1 | $218K | Hold |
668
| – | – | 0.07% | 225 |
|
|
2022
Q4 | $225K | Buy |
+668
| New | +$225K | 0.08% | 213 |
|