WR Wealth Planners’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.94K Hold
4
﹤0.01% 866
2024
Q3
$2.03K Buy
4
+2
+100% +$1.01K ﹤0.01% 908
2024
Q2
$898 Hold
2
﹤0.01% 969
2024
Q1
$953 Buy
+2
New +$953 ﹤0.01% 972