TSWM
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Tyler-Stone Wealth Management’s Gartner IT Stock Holding History

Tyler-Stone Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23
Closed -$10.3K – 621
2024
Q2 		$10.3K Hold
23
– – ﹤0.01% 650
2024
Q1 		$11K Hold
23
– – ﹤0.01% 646
2023
Q4 		$10.4K Hold
23
– – 0.01% 631
2023
Q3 		$8K Hold
23
– – ﹤0.01% 649
2023
Q2 		$8K Buy
+23
New +$7.49K ﹤0.01% 646
2022
Q4 		$8K Hold
23
– – 0.01% 595
2022
Q3 		$6K Hold
23
– – ﹤0.01% 618
2022
Q2 		$6K Buy
23
+21
+1,050% +$5.59K ﹤0.01% 637
2022
Q1 		$1K Hold
2
– – ﹤0.01% 792
2021
Q4 		$1K Buy
+2
New +$643 ﹤0.01% 866

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Wellington Management Group
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