Concourse Financial Group Securities’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 |
-64
| Closed | -$33.6K | – | 4168 |
|
|
2024
Q4 | $33.6K | Buy |
64
+34
| +113% | +$17.8K | ﹤0.01% | 1364 |
|
|
2024
Q3 | $15.2K | Buy |
30
+2
| +7% | +$1.01K | ﹤0.01% | 1584 |
|
|
2024
Q2 | $12.6K | Buy |
28
+2
| +8% | +$898 | ﹤0.01% | 1631 |
|
|
2024
Q1 | $12.4K | Sell |
26
-42
| -62% | -$20K | ﹤0.01% | 1638 |
|
|
2023
Q4 | $30.7K | Buy |
68
+1
| +1% | +$451 | ﹤0.01% | 1338 |
|
|
2023
Q3 | $23K | Buy |
67
+2
| +3% | +$687 | ﹤0.01% | 1393 |
|
|
2023
Q2 | $22.8K | Sell |
65
-10
| -13% | -$3.5K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $24.4K | Hold |
75
| – | – | ﹤0.01% | 1391 |
|
|
2022
Q4 | $25.2K | Buy |
75
+1
| +1% | +$336 | ﹤0.01% | 1377 |
|
|
2022
Q3 | $20K | Sell |
74
-8
| -10% | -$2.16K | ﹤0.01% | 1307 |
|
|
2022
Q2 | $20K | Sell |
82
-49
| -37% | -$12K | ﹤0.01% | 1453 |
|
|
2022
Q1 | $39K | Sell |
131
-139
| -51% | -$41.4K | ﹤0.01% | 1229 |
|
|
2021
Q4 | $90K | Sell |
270
-20
| -7% | -$6.67K | 0.01% | 1052 |
|
|
2021
Q3 | $88K | Buy |
290
+110
| +61% | +$33.4K | 0.01% | 1056 |
|
|
2021
Q2 | $44K | Sell |
180
-40
| -18% | -$9.78K | ﹤0.01% | 1358 |
|
|
2021
Q1 | $40K | Buy |
220
+25
| +13% | +$4.55K | ﹤0.01% | 1301 |
|
|
2020
Q4 | $31K | Sell |
195
-170
| -47% | -$27K | ﹤0.01% | 1307 |
|
|
2020
Q3 | $46K | Buy |
365
+212
| +139% | +$26.7K | ﹤0.01% | 1090 |
|
|
2020
Q2 | $19K | Sell |
153
-47
| -24% | -$5.84K | ﹤0.01% | 1304 |
|
|
2020
Q1 | $20K | Sell |
200
-1,357
| -87% | -$136K | ﹤0.01% | 1231 |
|
|
2019
Q4 | $240K | Buy |
1,557
+851
| +121% | +$131K | 0.02% | 457 |
|
|
2019
Q3 | $101K | Sell |
706
-228
| -24% | -$32.6K | 0.03% | 445 |
|
|
2019
Q2 | $150K | Buy |
934
+156
| +20% | +$25.1K | 0.02% | 552 |
|
|
2019
Q1 | $118K | Buy |
778
+279
| +56% | +$42.3K | 0.01% | 634 |
|
|
2018
Q4 | $63K | Buy |
499
+357
| +251% | +$45.1K | 0.01% | 748 |
|
|
2018
Q3 | $23K | Buy |
+142
| New | +$23K | 0.01% | 812 |
|