Carlson Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,100
| Closed | -$3.29M | – | 135 |
|
|
2023
Q1 | $3.29M | Buy |
+10,100
| New | +$3.29M | 0.31% | 79 |
|
|
2014
Q2 | – | Sell |
-124,530
| Closed | -$8.65M | – | 355 |
|
|
2014
Q1 | $8.65M | Sell |
124,530
-24,276
| -16% | -$1.69M | 0.1% | 241 |
|
|
2013
Q4 | $10.6M | Sell |
148,806
-2,114
| -1% | -$150K | 0.12% | 221 |
|
|
2013
Q3 | $9.06M | Buy |
+150,920
| New | +$9.06M | 0.12% | 223 |
|