WWM
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Willingdon Wealth Management’s Gartner IT Stock Holding History

Willingdon Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed -$1K – 336
2019
Q4 		$1K Hold
6
– – ﹤0.01% 351
2019
Q3 		$1K Buy
+6
New +$1K ﹤0.01% 429