Sugarloaf Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $37.8K | Hold |
78
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $39.5K | Hold |
78
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $35K | Hold |
78
| – | – | 0.01% | 332 |
|
|
2024
Q1 | $37.2K | Hold |
78
| – | – | 0.01% | 325 |
|
|
2023
Q4 | $35.2K | Hold |
78
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $26.8K | Hold |
78
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $27.3K | Hold |
78
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $25.4K | Hold |
78
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $26.2K | Hold |
78
| – | – | 0.01% | 372 |
|
|
2022
Q3 | $22K | Hold |
78
| – | – | 0.01% | 405 |
|
|
2022
Q2 | $19K | Hold |
78
| – | – | ﹤0.01% | 410 |
|
|
2022
Q1 | $23K | Hold |
78
| – | – | 0.01% | 383 |
|
|
2021
Q4 | $26K | Hold |
78
| – | – | 0.01% | 385 |
|
|
2021
Q3 | $24K | Hold |
78
| – | – | 0.01% | 386 |
|
|
2021
Q2 | $19K | Hold |
78
| – | – | 0.01% | 417 |
|
|
2021
Q1 | $14 | Hold |
78
| – | – | ﹤0.01% | 467 |
|
|
2020
Q4 | $12K | Hold |
78
| – | – | ﹤0.01% | 461 |
|
|
2020
Q3 | $10K | Hold |
78
| – | – | ﹤0.01% | 452 |
|
|
2020
Q2 | $9K | Hold |
78
| – | – | ﹤0.01% | 460 |
|
|
2020
Q1 | $8K | Hold |
78
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $12K | Buy |
+78
| New | +$12K | 0.01% | 447 |
|