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WealthPLAN Partners’s Gartner IT Stock Holding History

WealthPLAN Partners’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$2.1K – 712
2023
Q2 		$2.1K Hold
6
– – ﹤0.01% 1068
2023
Q1 		$1.96K Buy
+6
New +$1.96K ﹤0.01% 1133