Tyler-Stone Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23
| Closed | -$10.3K | – | 595 |
|
|
2024
Q2 | $10.3K | Hold |
23
| – | – | ﹤0.01% | 632 |
|
|
2024
Q1 | $11K | Hold |
23
| – | – | ﹤0.01% | 629 |
|
|
2023
Q4 | $10.4K | Hold |
23
| – | – | 0.01% | 618 |
|
|
2023
Q3 | $8K | Hold |
23
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 639 |
|
|
2022
Q4 | $8K | Hold |
23
| – | – | 0.01% | 590 |
|
|
2022
Q3 | $6K | Hold |
23
| – | – | ﹤0.01% | 615 |
|
|
2022
Q2 | $6K | Buy |
23
+21
| +1,050% | +$5.48K | ﹤0.01% | 633 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 773 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 834 |
|