Rise Advisors’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.8K Buy
44
+4
+10% +$1.62K 0.01% 607
2025
Q1
$16.8K Sell
40
-6
-13% -$2.52K 0.01% 614
2024
Q4
$22.3K Buy
46
+1
+2% +$484 0.01% 579
2024
Q3
$22.8K Hold
45
0.01% 606
2024
Q2
$20.2K Hold
45
0.01% 634
2024
Q1
$21.5K Buy
+45
New +$21.5K 0.01% 603