Diversified’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $325K | Buy |
641
+7
| +1% | +$3.55K | 0.04% | 168 |
|
2024
Q2 | $285K | Hold |
634
| – | – | 0.03% | 175 |
|
2024
Q1 | $302K | Hold |
634
| – | – | 0.04% | 124 |
|
2023
Q4 | $286K | Hold |
634
| – | – | 0.06% | 119 |
|
2023
Q3 | $218K | Hold |
634
| – | – | 0.06% | 126 |
|
2023
Q2 | $222K | Hold |
634
| – | – | 0.06% | 127 |
|
2023
Q1 | $207K | Hold |
634
| – | – | 0.07% | 136 |
|
2022
Q4 | $213K | Buy |
+634
| New | +$213K | 0.08% | 143 |
|
2021
Q1 | – | Sell |
-525
| Closed | -$66K | – | 203 |
|
2020
Q4 | $66K | Buy |
+525
| New | +$66K | 0.06% | 165 |
|