WAM
Wakefield Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,197
| Closed | -$3.25M | – | 160 |
|
|
2023
Q4 | $3.25M | Buy |
7,197
+70
| +1% | +$31.6K | 1.2% | 29 |
|
|
2023
Q3 | $2.45M | Sell |
7,127
-482
| -6% | -$166K | 1.11% | 33 |
|
|
2023
Q2 | $2.67M | Sell |
7,609
-476
| -6% | -$167K | 1.06% | 34 |
|
|
2023
Q1 | $2.63M | Sell |
8,085
-44
| -0.5% | -$14.3K | 1.09% | 32 |
|
|
2022
Q4 | $2.73M | Sell |
8,129
-1,142
| -12% | -$384K | 1.16% | 27 |
|
|
2022
Q3 | $2.57M | Sell |
9,271
-1,272
| -12% | -$352K | 1.18% | 21 |
|
|
2022
Q2 | $2.55M | Buy |
+10,543
| New | +$2.55M | 1.09% | 26 |
|