Avestar Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-689
| Closed | -$279K | – | 505 |
|
|
2025
Q2 | $279K | Sell |
689
-52
| -7% | -$21.8K | 0.02% | 403 |
|
|
2025
Q1 | $311K | Sell |
741
-193
| -21% | -$95.1K | 0.03% | 370 |
|
|
2024
Q4 | $452K | Buy |
934
+123
| +15% | +$63.4K | 0.04% | 309 |
|
|
2024
Q3 | $411K | Buy |
811
+89
| +12% | +$42.8K | 0.04% | 289 |
|
|
2024
Q2 | $324K | Sell |
722
-259
| -26% | -$115K | 0.03% | 324 |
|
|
2024
Q1 | $468K | Buy |
981
+40
| +4% | +$18.4K | 0.05% | 243 |
|
|
2023
Q4 | $424K | Buy |
941
+17
| +2% | +$6.79K | 0.05% | 223 |
|
|
2023
Q3 | $317K | Sell |
924
-46
| -5% | -$16K | 0.05% | 236 |
|
|
2023
Q2 | $340K | Buy |
970
+20
| +2% | +$6.51K | 0.05% | 207 |
|
|
2023
Q1 | $309K | Buy |
950
+40
| +4% | +$13.2K | 0.06% | 230 |
|
|
2022
Q4 | $306K | Sell |
910
-150
| -14% | -$48.4K | 0.06% | 204 |
|
|
2022
Q3 | $293K | Sell |
1,060
-449
| -30% | -$126K | 0.07% | 189 |
|
|
2022
Q2 | $365K | Buy |
1,509
+35
| +2% | +$9.31K | 0.09% | 165 |
|
|
2022
Q1 | $438K | Sell |
1,474
-415
| -22% | -$120K | 0.07% | 247 |
|
|
2021
Q4 | $632K | Buy |
1,889
+347
| +23% | +$112K | 0.08% | 216 |
|
|
2021
Q3 | $469K | Buy |
1,542
+47
| +3% | +$13.6K | 0.06% | 284 |
|
|
2021
Q2 | $362K | Buy |
+1,495
| New | +$327K | 0.05% | 296 |
|
|
2019
Q3 | – | Sell |
-216
| Closed | -$34K | – | 504 |
|
|
2019
Q2 | $34K | Hold |
216
| – | – | 0.02% | 336 |
|
|
2019
Q1 | $31K | Buy |
216
+197
| +1,037% | +$27.3K | 0.02% | 339 |
|
|
2018
Q4 | $2K | Sell |
19
-124
| -87% | -$17.9K | ﹤0.01% | 635 |
|
|
2018
Q3 | $22K | Buy |
+143
| New | +$20.7K | 0.01% | 358 |
|
Other funds holding IT
IFP
SGA
