Crewe Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-97
| Closed | -$43.6K | – | 852 |
|
|
2024
Q2 | $43.6K | Buy |
97
+67
| +223% | +$30.1K | ﹤0.01% | 388 |
|
|
2024
Q1 | $14.3K | Buy |
+30
| New | +$14.3K | ﹤0.01% | 554 |
|
|
2023
Q2 | – | Sell |
-67
| Closed | -$21.8K | – | 949 |
|
|
2023
Q1 | $21.8K | Hold |
67
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $22.5K | Sell |
67
-78
| -54% | -$26.2K | ﹤0.01% | 400 |
|
|
2022
Q3 | $40K | Buy |
145
+21
| +17% | +$5.79K | 0.01% | 344 |
|
|
2022
Q2 | $30K | Buy |
+124
| New | +$30K | 0.01% | 355 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$3K | – | 554 |
|
|
2020
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 443 |
|