Bartlett & Co’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $100K | Hold |
223
| – | – | ﹤0.01% | 576 |
|
|
2023
Q3 | $77K | Hold |
223
| – | – | ﹤0.01% | 578 |
|
|
2023
Q2 | $78K | Hold |
223
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $73K | Hold |
223
| – | – | ﹤0.01% | 506 |
|
|
2022
Q4 | $75K | Buy |
223
+13
| +6% | +$4.37K | ﹤0.01% | 512 |
|
|
2022
Q3 | $58K | Sell |
210
-63
| -23% | -$17.4K | ﹤0.01% | 545 |
|
|
2022
Q2 | $66K | Buy |
273
+71
| +35% | +$17.2K | ﹤0.01% | 527 |
|
|
2022
Q1 | $60K | Buy |
+202
| New | +$60K | ﹤0.01% | 560 |
|
|
2021
Q4 | – | Sell |
-202
| Closed | -$61K | – | 638 |
|
|
2021
Q3 | $61K | Sell |
202
-5
| -2% | -$1.51K | ﹤0.01% | 479 |
|
|
2021
Q2 | $50K | Hold |
207
| – | – | ﹤0.01% | 510 |
|
|
2021
Q1 | $38K | Hold |
207
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $33K | Buy |
207
+5
| +2% | +$797 | ﹤0.01% | 597 |
|
|
2020
Q3 | $25K | Hold |
202
| – | – | ﹤0.01% | 587 |
|
|
2020
Q2 | $25K | Hold |
202
| – | – | ﹤0.01% | 587 |
|
|
2020
Q1 | $20K | Buy |
+202
| New | +$20K | ﹤0.01% | 583 |
|
|
2019
Q3 | $29K | Buy |
+202
| New | +$29K | ﹤0.01% | 604 |
|
|
2013
Q4 | – | Sell |
-23
| Closed | -$1K | – | 733 |
|
|
2013
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 784 |
|