Claret Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+593
| New | +$240K | 0.03% | 184 |
|
|
2025
Q1 | – | Sell |
-472
| Closed | -$229K | – | 326 |
|
|
2024
Q4 | $229K | Buy |
472
+3
| +0.6% | +$1.46K | 0.04% | 225 |
|
|
2024
Q3 | $238K | Buy |
469
+2
| +0.4% | +$1.02K | 0.04% | 187 |
|
|
2024
Q2 | $210K | Buy |
+467
| New | +$210K | 0.04% | 175 |
|
|
2024
Q1 | – | Sell |
-455
| Closed | -$205K | – | 219 |
|
|
2023
Q4 | $205K | Buy |
+455
| New | +$205K | 0.04% | 170 |
|