Cadent Capital Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-745
| Closed | -$361K | – | 151 |
|
2024
Q4 | $361K | Hold |
745
| – | – | 0.13% | 99 |
|
2024
Q3 | $378K | Buy |
+745
| New | +$378K | 0.12% | 101 |
|
2021
Q4 | – | Sell |
-1,169
| Closed | -$355K | – | 127 |
|
2021
Q3 | $355K | Hold |
1,169
| – | – | 0.16% | 80 |
|
2021
Q2 | $283K | Sell |
1,169
-92
| -7% | -$22.3K | 0.12% | 112 |
|
2021
Q1 | $230K | Sell |
1,261
-65
| -5% | -$11.9K | 0.1% | 113 |
|
2020
Q4 | $212K | Buy |
+1,326
| New | +$212K | 0.1% | 107 |
|