Concord Wealth Partners’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 |
-12
| Closed | -$5.81K | – | 884 |
|
|
2024
Q4 | $5.81K | Hold |
12
| – | – | ﹤0.01% | 582 |
|
|
2024
Q3 | $6.08K | Buy |
+12
| New | +$6.08K | ﹤0.01% | 608 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$14.4K | – | 927 |
|
|
2023
Q3 | $14.4K | Hold |
42
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $14.7K | Hold |
42
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $13.7K | Hold |
42
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $14.1K | Buy |
+42
| New | +$14.1K | ﹤0.01% | 584 |
|
|
2022
Q3 | – | Sell |
-42
| Closed | -$10K | – | 635 |
|
|
2022
Q2 | $10K | Hold |
42
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $12K | Hold |
42
| – | – | ﹤0.01% | 738 |
|
|
2021
Q4 | $14K | Hold |
42
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $13K | Hold |
42
| – | – | 0.01% | 437 |
|
|
2021
Q2 | $10K | Buy |
42
+25
| +147% | +$5.95K | ﹤0.01% | 622 |
|
|
2021
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 761 |
|