Carderock Capital Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-482
| Closed | -$146K | – | 107 |
|
|
2021
Q3 | $146K | Buy |
+482
| New | +$146K | 0.04% | 83 |
|
|
2020
Q1 | – | Sell |
-26,927
| Closed | -$4.15M | – | 71 |
|
|
2019
Q4 | $4.15M | Buy |
26,927
+613
| +2% | +$94.5K | 1.39% | 40 |
|
|
2019
Q3 | $3.76M | Buy |
26,314
+770
| +3% | +$110K | 1.39% | 38 |
|
|
2019
Q2 | $4.11M | Buy |
25,544
+302
| +1% | +$48.6K | 1.55% | 37 |
|
|
2019
Q1 | $3.83M | Buy |
25,242
+5,914
| +31% | +$897K | 1.56% | 33 |
|
|
2018
Q4 | $2.47M | Sell |
19,328
-1,164
| -6% | -$149K | 1.28% | 41 |
|
|
2018
Q3 | $3.25M | Buy |
20,492
+70
| +0.3% | +$11.1K | 1.28% | 40 |
|
|
2018
Q2 | $2.71M | Buy |
20,422
+276
| +1% | +$36.7K | 1.17% | 42 |
|
|
2018
Q1 | $2.37M | Buy |
20,146
+4,519
| +29% | +$532K | 1.05% | 45 |
|
|
2017
Q4 | $1.92M | Buy |
15,627
+3,564
| +30% | +$439K | 0.85% | 49 |
|
|
2017
Q3 | $1.5M | Buy |
12,063
+5,835
| +94% | +$726K | 0.68% | 49 |
|
|
2017
Q2 | $769K | Buy |
+6,228
| New | +$769K | 0.35% | 60 |
|