CVA Family Office’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
268
+11
| +4% | +$4.45K | 0.02% | 394 |
|
|
2025
Q1 | $108K | Sell |
257
-5
| -2% | -$2.1K | 0.02% | 377 |
|
|
2024
Q4 | $127K | Buy |
262
+10
| +4% | +$4.85K | 0.02% | 345 |
|
|
2024
Q3 | $128K | Buy |
252
+5
| +2% | +$2.53K | 0.02% | 331 |
|
|
2024
Q2 | $111K | Hold |
247
| – | – | 0.02% | 335 |
|
|
2024
Q1 | $118K | Buy |
247
+1
| +0.4% | +$477 | 0.02% | 329 |
|
|
2023
Q4 | $111K | Buy |
+246
| New | +$111K | 0.02% | 323 |
|
|
2023
Q3 | – | Sell |
-246
| Closed | -$86.2K | – | 590 |
|
|
2023
Q2 | $86.2K | Buy |
246
+11
| +5% | +$3.85K | 0.02% | 334 |
|
|
2023
Q1 | $76.6K | Hold |
235
| – | – | 0.02% | 351 |
|
|
2022
Q4 | $79K | Buy |
235
+55
| +31% | +$18.5K | 0.02% | 316 |
|
|
2022
Q3 | $50K | Buy |
180
+35
| +24% | +$9.72K | 0.01% | 364 |
|
|
2022
Q2 | $35K | Sell |
145
-30
| -17% | -$7.24K | 0.01% | 434 |
|
|
2022
Q1 | $52K | Buy |
175
+35
| +25% | +$10.4K | 0.01% | 390 |
|
|
2021
Q4 | $47K | Buy |
+140
| New | +$47K | 0.01% | 373 |
|
|
2021
Q3 | – | Sell |
-140
| Closed | -$34K | – | 604 |
|
|
2021
Q2 | $34K | Buy |
140
+20
| +17% | +$4.86K | 0.01% | 419 |
|
|
2021
Q1 | $22K | Buy |
+120
| New | +$22K | 0.01% | 391 |
|