Convergence Investment Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-834
| Closed | -$272K | – | 181 |
|
|
2023
Q1 | $272K | Buy |
+834
| New | +$272K | 0.16% | 134 |
|
|
2022
Q3 | – | Sell |
-1,848
| Closed | -$447K | – | 227 |
|
|
2022
Q2 | $447K | Buy |
1,848
+315
| +21% | +$76.2K | 0.27% | 97 |
|
|
2022
Q1 | $456K | Buy |
1,533
+221
| +17% | +$65.7K | 0.24% | 105 |
|
|
2021
Q4 | $439K | Buy |
1,312
+155
| +13% | +$51.9K | 0.22% | 106 |
|
|
2021
Q3 | $352K | Sell |
1,157
-831
| -42% | -$253K | 0.19% | 123 |
|
|
2021
Q2 | $481K | Buy |
+1,988
| New | +$481K | 0.21% | 109 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 599 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 991 |
|