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Trek Financial’s Gartner IT Stock Holding History

Trek Financial’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,316
Closed -$5.56M – 411
2023
Q4 		$5.56M Buy
+12,316
New +$5.56M 0.48% 51