Castleview Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
622
+13
| +2% | +$5.26K | 0.16% | 148 |
|
|
2025
Q1 | $256K | Sell |
609
-2
| -0.3% | -$839 | 0.17% | 144 |
|
|
2024
Q4 | $295K | Sell |
611
-338
| -36% | -$163K | 0.16% | 146 |
|
|
2024
Q3 | $481K | Sell |
949
-7
| -0.7% | -$3.55K | 0.28% | 86 |
|
|
2024
Q2 | $429K | Sell |
956
-67
| -7% | -$30.1K | 0.24% | 96 |
|
|
2024
Q1 | $488K | Buy |
1,023
+64
| +7% | +$30.5K | 0.27% | 84 |
|
|
2023
Q4 | $433K | Sell |
959
-27
| -3% | -$12.2K | 0.3% | 74 |
|
|
2023
Q3 | $339K | Buy |
986
+37
| +4% | +$12.7K | 0.31% | 76 |
|
|
2023
Q2 | $332K | Sell |
949
-205
| -18% | -$71.8K | 0.3% | 76 |
|
|
2023
Q1 | $376K | Sell |
1,154
-33
| -3% | -$10.8K | 0.33% | 72 |
|
|
2022
Q4 | $399K | Sell |
1,187
-9
| -0.8% | -$3.03K | 0.39% | 63 |
|
|
2022
Q3 | $331K | Buy |
1,196
+444
| +59% | +$123K | 0.32% | 77 |
|
|
2022
Q2 | $166K | Sell |
752
-440
| -37% | -$97.4K | 0.13% | 163 |
|
|
2022
Q1 | $354K | Sell |
1,192
-960,980
| -100% | -$285M | 0.22% | 98 |
|
|
2021
Q4 | $2.88K | Buy |
+962,172
| New | +$2.88K | 0.02% | 234 |
|
|
2021
Q2 | $577K | Buy |
+2,381
| New | +$577K | 0.25% | 84 |
|