True Wealth Design’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26K | Buy |
13
+6
| +86% | +$2.43K | ﹤0.01% | 784 |
|
|
2025
Q1 | $2.94K | Buy |
7
+3
| +75% | +$1.26K | ﹤0.01% | 873 |
|
|
2024
Q4 | $1.94K | Sell |
4
-94
| -96% | -$45.5K | ﹤0.01% | 746 |
|
|
2024
Q3 | $49.7K | Buy |
98
+94
| +2,350% | +$47.6K | 0.02% | 146 |
|
|
2024
Q2 | $1.8K | Buy |
4
+1
| +33% | +$449 | ﹤0.01% | 377 |
|
|
2024
Q1 | $1.43K | Buy |
3
+1
| +50% | +$477 | ﹤0.01% | 389 |
|
|
2023
Q4 | $903 | Hold |
2
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $688 | Hold |
2
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $701 | Hold |
2
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $652 | Hold |
2
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $672 | Buy |
+2
| New | +$672 | ﹤0.01% | 397 |
|