Diversified Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-438
| Closed | -$212K | – | 981 |
|
|
2024
Q4 | $212K | Buy |
438
+42
| +11% | +$20.3K | 0.01% | 835 |
|
|
2024
Q3 | $201K | Buy |
+396
| New | +$201K | 0.01% | 835 |
|
|
2023
Q4 | – | Sell |
-601
| Closed | -$207K | – | 907 |
|
|
2023
Q3 | $207K | Buy |
+601
| New | +$207K | 0.01% | 741 |
|
|
2023
Q2 | – | Sell |
-965
| Closed | -$314K | – | 868 |
|
|
2023
Q1 | $314K | Sell |
965
-948
| -50% | -$309K | 0.01% | 603 |
|
|
2022
Q4 | $643K | Buy |
1,913
+34
| +2% | +$11.4K | 0.03% | 363 |
|
|
2022
Q3 | $520K | Sell |
1,879
-590
| -24% | -$163K | 0.02% | 381 |
|
|
2022
Q2 | $597K | Buy |
2,469
+890
| +56% | +$215K | 0.03% | 339 |
|
|
2022
Q1 | $470K | Hold |
1,579
| – | – | 0.02% | 480 |
|
|
2021
Q4 | $528K | Sell |
1,579
-467
| -23% | -$156K | 0.02% | 445 |
|
|
2021
Q3 | $622K | Sell |
2,046
-1,509
| -42% | -$459K | 0.02% | 334 |
|
|
2021
Q2 | $861K | Buy |
3,555
+1,742
| +96% | +$422K | 0.03% | 266 |
|
|
2021
Q1 | $331K | Sell |
1,813
-456
| -20% | -$83.3K | 0.01% | 505 |
|
|
2020
Q4 | $363K | Buy |
2,269
+459
| +25% | +$73.4K | 0.01% | 448 |
|
|
2020
Q3 | $226K | Buy |
+1,810
| New | +$226K | 0.01% | 540 |
|