Caprock Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $646K | Sell |
1,540
-233
| -13% | -$97.8K | 0.02% | 621 |
|
|
2024
Q4 | $859K | Sell |
1,773
-71
| -4% | -$34.4K | 0.03% | 462 |
|
|
2024
Q3 | $934K | Sell |
1,844
-3
| -0.2% | -$1.52K | 0.03% | 407 |
|
|
2024
Q2 | $829K | Buy |
1,847
+856
| +86% | +$384K | 0.03% | 418 |
|
|
2024
Q1 | $472K | Buy |
991
+63
| +7% | +$30K | 0.03% | 429 |
|
|
2023
Q4 | $419K | Buy |
928
+42
| +5% | +$18.9K | 0.03% | 438 |
|
|
2023
Q3 | $304K | Sell |
886
-108
| -11% | -$37.1K | 0.02% | 490 |
|
|
2023
Q2 | $348K | Buy |
994
+245
| +33% | +$85.8K | 0.03% | 460 |
|
|
2023
Q1 | $244K | Buy |
+749
| New | +$244K | 0.02% | 541 |
|