Crestwood Advisors Group’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 |
-775
| Closed | -$252K | – | 260 |
|
|
2023
Q1 | $252K | Buy |
775
+42
| +6% | +$13.7K | 0.01% | 234 |
|
|
2022
Q4 | $246K | Sell |
733
-72
| -9% | -$24.2K | 0.01% | 240 |
|
|
2022
Q3 | $223K | Buy |
+805
| New | +$223K | 0.01% | 242 |
|
|
2022
Q2 | – | Sell |
-859
| Closed | -$256K | – | 275 |
|
|
2022
Q1 | $256K | Sell |
859
-64
| -7% | -$19.1K | 0.01% | 250 |
|
|
2021
Q4 | $309K | Sell |
923
-62
| -6% | -$20.8K | 0.01% | 248 |
|
|
2021
Q3 | $299K | Buy |
985
+43
| +5% | +$13.1K | 0.01% | 230 |
|
|
2021
Q2 | $228K | Buy |
+942
| New | +$228K | 0.01% | 253 |
|
|
2017
Q2 | – | Sell |
-886
| Closed | -$101K | – | 291 |
|
|
2017
Q1 | $101K | Buy |
+886
| New | +$101K | 0.01% | 190 |
|