Clearstead Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Buy |
48
+14
| +41% | +$5.62K | ﹤0.01% | 437 |
|
|
2025
Q1 | $14.4K | Sell |
34
-17
| -33% | -$7.2K | ﹤0.01% | 406 |
|
|
2024
Q4 | $24.7K | Hold |
51
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $25.8K | Hold |
51
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $22.9K | Hold |
51
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $24.3K | Buy |
+51
| New | +$24.3K | 0.01% | 293 |
|