CoreCap Advisors’s Gartner IT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21K | Buy |
52
+2
| +4% | +$808 | ﹤0.01% | 1591 |
|
2025
Q1 | $21K | Hold |
50
| – | – | ﹤0.01% | 1507 |
|
2024
Q4 | $24.2K | Hold |
50
| – | – | ﹤0.01% | 1469 |
|
2024
Q3 | $25.3K | Buy |
+50
| New | +$25.3K | ﹤0.01% | 1454 |
|
2024
Q2 | – | Sell |
-41
| Closed | -$19.5K | – | 2106 |
|
2024
Q1 | $19.5K | Buy |
+41
| New | +$19.5K | ﹤0.01% | 1489 |
|
2022
Q4 | $34.3K | Buy |
+102
| New | +$34.3K | ﹤0.01% | 1110 |
|
2022
Q3 | – | Sell |
-177
| Closed | -$43K | – | 1292 |
|
2022
Q2 | $43K | Buy |
+177
| New | +$43K | ﹤0.01% | 986 |
|
2022
Q1 | – | Sell |
-2,289
| Closed | -$765K | – | 1295 |
|
2021
Q4 | $765K | Buy |
+2,289
| New | +$765K | 0.05% | 279 |
|