TFO Wealth Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$953 | – | 402 |
|
|
2024
Q1 | $953 | Hold |
2
| – | – | ﹤0.01% | 170 |
|
|
2023
Q4 | $902 | Sell |
2
-74
| -97% | -$33.4K | ﹤0.01% | 215 |
|
|
2023
Q3 | $26.6K | Buy |
76
+3
| +4% | +$1.05K | 0.01% | 126 |
|
|
2023
Q2 | $25.6K | Buy |
73
+71
| +3,550% | +$24.9K | 0.01% | 120 |
|
|
2023
Q1 | $652 | Sell |
2
-8
| -80% | -$2.61K | ﹤0.01% | 211 |
|
|
2022
Q4 | $113 | Buy |
+10
| New | +$113 | ﹤0.01% | 751 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 309 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 424 |
|