RDFA
Ritter Daniher Financial Advisory’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.8K | Hold |
190
| – | – | 0.02% | 146 |
|
|
2025
Q1 | $79.8K | Sell |
190
-21
| -10% | -$8.82K | 0.02% | 124 |
|
|
2024
Q4 | $102K | Sell |
211
-23
| -10% | -$11.1K | 0.03% | 114 |
|
|
2024
Q3 | $119K | Hold |
234
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $105K | Hold |
234
| – | – | 0.03% | 108 |
|
|
2024
Q1 | $112K | Hold |
234
| – | – | 0.04% | 108 |
|
|
2023
Q4 | $106K | Sell |
234
-25
| -10% | -$11.3K | 0.04% | 113 |
|
|
2023
Q3 | $89K | Hold |
259
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $90.7K | Hold |
259
| – | – | 0.04% | 107 |
|
|
2023
Q1 | $84.4K | Sell |
259
-35
| -12% | -$11.4K | 0.04% | 106 |
|
|
2022
Q4 | $98.8K | Buy |
+294
| New | +$98.8K | 0.05% | 102 |
|