Disciplined Investments’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$3.85K | – | 812 |
|
|
2023
Q2 | $3.85K | Sell |
11
-1
| -8% | -$350 | ﹤0.01% | 461 |
|
|
2023
Q1 | $3.91K | Buy |
12
+1
| +9% | +$326 | ﹤0.01% | 476 |
|
|
2022
Q4 | $3.7K | Sell |
11
-2
| -15% | -$672 | ﹤0.01% | 446 |
|
|
2022
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 499 |
|