Chicago Partners Investment 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 | – | Sell |
-511
| Closed | -$253K | – | 963 |
|
|
2024
Q4 | $253K | Sell |
511
-44
| -8% | -$21.8K | 0.01% | 728 |
|
|
2024
Q3 | $289K | Buy |
+555
| New | +$289K | 0.01% | 634 |
|
|
2018
Q4 | – | Sell |
-290
| Closed | -$41K | – | 621 |
|
|
2018
Q3 | $41K | Hold |
290
| – | – | 0.01% | 558 |
|
|
2018
Q2 | $39K | Hold |
290
| – | – | 0.01% | 531 |
|
|
2018
Q1 | $34K | Hold |
290
| – | – | 0.01% | 518 |
|
|
2017
Q4 | $36K | Hold |
290
| – | – | 0.01% | 504 |
|
|
2017
Q3 | $36K | Buy |
+290
| New | +$36K | 0.01% | 486 |
|