INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Gartner, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$897,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+14.42%
quarter
Gartner, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.50% | 79 shares | 132K | $276.69 | 3.24K |
| Q2 2022 | share | Increase | +4.28% | 130 shares | -137K | $241.83 | 3.16K |
| Q1 2022 | share | 0.00% | 0 shares | -112K | $297.46 | 3.03K | |
| Q4 2021 | share | 0.00% | 0 shares | 92K | $332.8 | 3.03K | |
| Q3 2021 | share | Decrease | -6.79% | -221 shares | 134K | $303.88 | 3.03K |
| Q2 2021 | share | Increase | +3.53% | 111 shares | 214K | $242.2 | 3.25K |
| Q1 2021 | share | Decrease | -3.59% | -117 shares | 52K | $182.55 | 3.14K |
| Q4 2020 | share | Increase | +18.88% | 518 shares | 179K | $160.19 | 3.26K |
| Q3 2020 | share | Increase | +0.29% | 8 shares | 11K | $124.95 | 2.74K |
| Q2 2020 | share | Increase | +2.86% | 76 shares | 67K | $121.33 | 2.73K |
| Q1 2020 | share | Increase | +2.58% | 67 shares | -134K | $99.57 | 2.65K |
| Q4 2019 | share | Increase | +56.33% | 934 shares | 162K | $154.1 | 2.59K |
| Q3 2019 | share | Increase | +3.82% | 61 shares | -20K | $142.99 | 1.65K |
| Q2 2019 | share | Increase | +16.23% | 223 shares | 49K | $160.94 | 1.59K |
| Q1 2019 | share | Increase | 0.00% | 1.37K shares | 208K | $151.68 | 1.37K |