Sonen Capital’s Gartner IT Stock Holding History

Sonen Capital’s Portfolio IT Stock Details IT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1M	Hold
2023 Q3	$765K	Hold
2023 Q2	$780K	Buy
2023 Q1	$699K	Sell
2022 Q4	$1.03M	Sell
2022 Q3	$898K	Sell
2022 Q2	$1.01M	Sell
2022 Q1	$1.52M	Hold
2021 Q4	$1.71M	Buy