CSat Investment Advisory’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$49K Sell
266
-8
-3% -$1.47K 0.04% 201
2020
Q4
$44K Sell
274
-545
-67% -$87.5K 0.04% 171
2020
Q3
$102K Buy
819
+38
+5% +$4.73K 0.01% 451
2020
Q2
$95K Buy
781
+8
+1% +$973 0.01% 486
2020
Q1
$77K Buy
773
+301
+64% +$30K 0.02% 402
2019
Q4
$73K Buy
472
+64
+16% +$9.9K 0.02% 465
2019
Q3
$58K Buy
408
+60
+17% +$8.53K 0.02% 459
2019
Q2
$56K Buy
348
+186
+115% +$29.9K 0.02% 444
2019
Q1
$25K Buy
162
+18
+13% +$2.78K 0.01% 263
2018
Q4
$18K Buy
144
+46
+47% +$5.75K 0.01% 312
2018
Q3
$16K Sell
98
-2
-2% -$327 0.01% 266
2018
Q2
$13K Buy
+100
New +$13K 0.01% 282