Cape Investment Advisory’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$839 | – | 1210 |
|
|
2025
Q1 | $839 | Hold |
2
| – | – | ﹤0.01% | 994 |
|
|
2024
Q4 | $969 | Buy |
+2
| New | +$969 | ﹤0.01% | 963 |
|
|
2024
Q1 | – | Sell |
-17
| Closed | -$7.67K | – | 1047 |
|
|
2023
Q4 | $7.67K | Buy |
+17
| New | +$7.67K | ﹤0.01% | 715 |
|
|
2023
Q2 | – | Sell |
-28
| Closed | -$9.12K | – | 944 |
|
|
2023
Q1 | $9.12K | Buy |
+28
| New | +$9.12K | 0.01% | 557 |
|