Clearstead Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
920
+814
| +768% | +$329K | 0.01% | 688 |
|
|
2025
Q1 | $44.5K | Sell |
106
-154
| -59% | -$64.6K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $126K | Sell |
260
-71
| -21% | -$34.4K | ﹤0.01% | 964 |
|
|
2024
Q3 | $168K | Sell |
331
-4
| -1% | -$2.03K | ﹤0.01% | 908 |
|
|
2024
Q2 | $150K | Buy |
335
+236
| +238% | +$106K | ﹤0.01% | 903 |
|
|
2024
Q1 | $43.6K | Buy |
99
+2
| +2% | +$880 | ﹤0.01% | 798 |
|
|
2023
Q4 | $43.8K | Sell |
97
-87
| -47% | -$39.2K | ﹤0.01% | 773 |
|
|
2023
Q3 | $63.2K | Buy |
184
+92
| +100% | +$31.6K | ﹤0.01% | 843 |
|
|
2023
Q2 | $32.2K | Hold |
92
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $30K | Hold |
92
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $30.9K | Hold |
92
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $25K | Hold |
92
| – | – | ﹤0.01% | 735 |
|
|
2022
Q2 | $22K | Hold |
92
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $27K | Buy |
+92
| New | +$27K | ﹤0.01% | 798 |
|
|
2021
Q3 | – | Sell |
-14
| Closed | -$3K | – | 1331 |
|
|
2021
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 968 |
|