Dynamic Technology Lab’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,550
| Closed | -$1.03M | – | 1016 |
|
|
2025
Q2 | $1.03M | Sell |
2,550
-120
| -4% | -$50.2K | 0.14% | 232 |
|
|
2025
Q1 | $1.12M | Buy |
2,670
+1,300
| +95% | +$641K | 0.16% | 166 |
|
|
2024
Q4 | $664K | Buy |
1,370
+85
| +7% | +$43.8K | 0.11% | 336 |
|
|
2024
Q3 | $651K | Buy |
+1,285
| New | +$618K | 0.07% | 474 |
|
|
2023
Q4 | – | Sell |
-818
| Closed | -$281K | – | 1214 |
|
|
2023
Q3 | $281K | Sell |
818
-1,948
| -70% | -$680K | 0.03% | 688 |
|
|
2023
Q2 | $969K | Buy |
2,766
+275
| +11% | +$89.5K | 0.12% | 271 |
|
|
2023
Q1 | $811K | Sell |
2,491
-2,885
| -54% | -$954K | 0.07% | 467 |
|
|
2022
Q4 | $1.81M | Buy |
+5,376
| New | +$1.73M | 0.18% | 166 |
|
|
2022
Q3 | – | Sell |
-3,126
| Closed | -$756K | – | 1324 |
|
|
2022
Q2 | $756K | Sell |
3,126
-1,995
| -39% | -$531K | 0.09% | 418 |
|
|
2022
Q1 | $1.52M | Buy |
+5,121
| New | +$1.48M | 0.18% | 150 |
|
|
2021
Q4 | – | Sell |
-2,546
| Closed | -$774K | – | 1311 |
|
|
2021
Q3 | $774K | Buy |
2,546
+1,562
| +159% | +$453K | 0.09% | 355 |
|
|
2021
Q2 | $238K | Sell |
984
-8,219
| -89% | -$1.8M | 0.02% | 880 |
|
|
2021
Q1 | $1.68M | Buy |
+9,203
| New | +$1.6M | 0.19% | 111 |
|
|
2020
Q4 | – | Sell |
-12,845
| Closed | -$1.6M | – | 1157 |
|
|
2020
Q3 | $1.6M | Buy |
+12,845
| New | +$1.63M | 0.26% | 68 |
|
|
2019
Q1 | – | Sell |
-11,800
| Closed | -$1.51M | – | 1154 |
|
|
2018
Q4 | $1.51M | Buy |
+11,800
| New | +$1.7M | 0.26% | 63 |
|
|
2017
Q2 | – | Sell |
-6,511
| Closed | -$704K | – | 1165 |
|
|
2017
Q1 | $704K | Buy |
6,511
+40
| +0.6% | +$4.12K | 0.17% | 163 |
|
|
2016
Q4 | $654K | Sell |
6,471
-3,016
| -32% | -$291K | 0.18% | 150 |
|
|
2016
Q3 | $839K | Buy |
9,487
+1,218
| +15% | +$114K | 0.22% | 80 |
|
|
2016
Q2 | $806K | Buy |
+8,269
| New | +$786K | 0.22% | 94 |
|
|
2014
Q3 | – | Sell |
-3,615
| Closed | -$255K | – | 746 |
|
|
2014
Q2 | $255K | Buy |
+3,615
| New | +$252K | 0.12% | 390 |
|
Other funds holding IT
IFP
SGA