SW
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Simplicity Wealth’s Gartner IT Stock Holding History

Simplicity Wealth’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,347
Closed -$1.5M – 837
2024
Q2 		$1.5M Buy
3,347
+123
+4% +$55.2K 0.03% 418
2024
Q1 		$1.54M Buy
+3,224
New +$1.54M 0.04% 409