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