Asset Dedication LLC’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Hold |
101
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $42.4K | Sell |
101
-47
| -32% | -$19.7K | ﹤0.01% | 507 |
|
|
2024
Q4 | $71.7K | Hold |
148
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $75K | Buy |
148
+47
| +47% | +$23.8K | 0.01% | 448 |
|
|
2024
Q2 | $45.4K | Hold |
101
| – | – | ﹤0.01% | 509 |
|
|
2024
Q1 | $48K | Hold |
101
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $46K | Hold |
101
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $34K | Buy |
101
+13
| +15% | +$4.38K | ﹤0.01% | 481 |
|
|
2023
Q2 | $31K | Hold |
88
| – | – | ﹤0.01% | 498 |
|
|
2023
Q1 | $29K | Buy |
88
+33
| +60% | +$10.9K | ﹤0.01% | 493 |
|
|
2022
Q4 | $19K | Hold |
55
| – | – | ﹤0.01% | 560 |
|
|
2022
Q3 | $15K | Buy |
+55
| New | +$15K | ﹤0.01% | 562 |
|
|
2022
Q2 | – | Sell |
-55
| Closed | -$15K | – | 722 |
|
|
2022
Q1 | $15K | Buy |
55
+5
| +10% | +$1.36K | ﹤0.01% | 606 |
|
|
2021
Q4 | $17K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $16K | Buy |
50
+15
| +43% | +$4.8K | ﹤0.01% | 608 |
|
|
2021
Q2 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 662 |
|