Capital Advisors Ltd’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
25
+4
| +19% | +$1.6K | ﹤0.01% | 791 |
|
|
2025
Q1 | $9K | Sell |
21
-21
| -50% | -$9K | ﹤0.01% | 802 |
|
|
2024
Q4 | $20K | Hold |
42
| – | – | ﹤0.01% | 619 |
|
|
2024
Q3 | $21K | Buy |
42
+21
| +100% | +$10.5K | ﹤0.01% | 603 |
|
|
2024
Q2 | $9K | Sell |
21
-3
| -13% | -$1.29K | ﹤0.01% | 776 |
|
|
2024
Q1 | $11K | Buy |
24
+3
| +14% | +$1.38K | ﹤0.01% | 698 |
|
|
2023
Q4 | $9K | Hold |
21
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $7K | Hold |
21
| – | – | ﹤0.01% | 737 |
|
|
2023
Q2 | $7K | Sell |
21
-7
| -25% | -$2.33K | ﹤0.01% | 754 |
|
|
2023
Q1 | $9K | Sell |
28
-19
| -40% | -$6.11K | ﹤0.01% | 575 |
|
|
2022
Q4 | $16K | Buy |
47
+17
| +57% | +$5.79K | ﹤0.01% | 488 |
|
|
2022
Q3 | $8K | Buy |
+30
| New | +$8K | ﹤0.01% | 570 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1061 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 691 |
|