Transcend Capital Advisors’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$540K	Buy	1,336 +215	+19%	+$86.9K	0.04%	325
2025 Q1	$471K	Sell	1,121 -10	-0.9%	-$4.2K	0.03%	367
2024 Q4	$548K	Sell	1,131 -10	-0.9%	-$4.85K	0.04%	334
2024 Q3	$578K	Hold	1,141	–	–	0.04%	358
2024 Q2	$512K	Buy	+1,141	New	+$512K	0.04%	354