VisionPoint Advisory Group’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
-96
Closed -$43.1K 508
2024
Q2
$43.1K Sell
96
-13
-12% -$5.84K 0.02% 291
2024
Q1
$52K Buy
109
+16
+17% +$7.63K 0.02% 263
2023
Q4
$42K Buy
93
+8
+9% +$3.61K 0.02% 264
2023
Q3
$29.2K Buy
85
+61
+254% +$21K 0.01% 311
2023
Q2
$8.41K Buy
+24
New +$8.41K ﹤0.01% 417