Blue Barn Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-444
| Closed | -$225K | – | 159 |
|
|
2024
Q3 | $225K | Buy |
+444
| New | +$225K | 0.12% | 137 |
|
|
2024
Q2 | – | Sell |
-424
| Closed | -$202K | – | 144 |
|
|
2024
Q1 | $202K | Sell |
424
-53
| -11% | -$25.3K | 0.11% | 128 |
|
|
2023
Q4 | $215K | Buy |
+477
| New | +$215K | 0.13% | 108 |
|
|
2023
Q2 | – | Sell |
-701
| Closed | -$228K | – | 120 |
|
|
2023
Q1 | $228K | Buy |
701
+35
| +5% | +$11.4K | 0.14% | 110 |
|
|
2022
Q4 | $224K | Buy |
+666
| New | +$224K | 0.15% | 103 |
|
|
2022
Q1 | – | Sell |
-692
| Closed | -$231K | – | 127 |
|
|
2021
Q4 | $231K | Sell |
692
-14
| -2% | -$4.67K | 0.16% | 102 |
|
|
2021
Q3 | $215K | Buy |
+706
| New | +$215K | 0.19% | 99 |
|