Cape Investment Advisory’s Gartner IT Stock Holding History

Cape Investment Advisory’s Portfolio IT Stock Details IT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$839	Hold
2024 Q4	$969	Buy
2024 Q1	–	Sell
2023 Q4	$7.67K	Buy
2023 Q2	–	Sell
2023 Q1	$9.12K	Buy