SPWG
Syntegra Private Wealth Group’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
2,261
+5
| +0.2% | +$2.02K | 0.09% | 67 |
|
|
2025
Q1 | $947K | Sell |
2,256
-8
| -0.4% | -$3.36K | 0.11% | 54 |
|
|
2024
Q4 | $1.1M | Hold |
2,264
| – | – | 0.12% | 50 |
|
|
2024
Q3 | $1.15M | Buy |
2,264
+5
| +0.2% | +$2.53K | 0.13% | 49 |
|
|
2024
Q2 | $1.01M | Buy |
2,259
+296
| +15% | +$133K | 0.13% | 51 |
|
|
2024
Q1 | $936K | Hold |
1,963
| – | – | 0.12% | 51 |
|
|
2023
Q4 | $886K | Buy |
1,963
+10
| +0.5% | +$4.51K | 0.13% | 46 |
|
|
2023
Q3 | $671K | Hold |
1,953
| – | – | 0.11% | 55 |
|
|
2023
Q2 | $684K | Hold |
1,953
| – | – | 0.1% | 56 |
|
|
2023
Q1 | $636K | Hold |
1,953
| – | – | 0.11% | 52 |
|
|
2022
Q4 | $656K | Buy |
+1,953
| New | +$656K | 0.13% | 46 |
|