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FDx Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,450
| Closed | -$2.12M | – | 274 |
|
|
2024
Q1 | $2.12M | Sell |
4,450
-2,894
| -39% | -$1.38M | 0.32% | 89 |
|
|
2023
Q4 | $3.31M | Sell |
7,344
-1,380
| -16% | -$623K | 0.26% | 99 |
|
|
2023
Q3 | $3M | Sell |
8,724
-3,915
| -31% | -$1.35M | 0.25% | 99 |
|
|
2023
Q2 | $4.43M | Sell |
12,639
-61,904
| -83% | -$21.7M | 0.24% | 109 |
|
|
2023
Q1 | $25.1M | Hold |
74,543
| – | – | 1.09% | 15 |
|
|
2022
Q4 | $25.1M | Sell |
74,543
-1,083
| -1% | -$364K | 1.09% | 15 |
|
|
2022
Q3 | $20.9M | Sell |
75,626
-18,539
| -20% | -$5.13M | 0.94% | 18 |
|
|
2022
Q2 | $22.8M | Sell |
94,165
-26,527
| -22% | -$6.42M | 0.85% | 22 |
|
|
2022
Q1 | $35.9M | Sell |
120,692
-12,170
| -9% | -$3.62M | 1.22% | 17 |
|
|
2021
Q4 | $44.4M | Buy |
132,862
+8,451
| +7% | +$2.83M | 1.23% | 17 |
|
|
2021
Q3 | $37.8M | Buy |
124,411
+5,410
| +5% | +$1.64M | 1.2% | 20 |
|
|
2021
Q2 | $28.8M | Sell |
119,001
-30,132
| -20% | -$7.3M | 0.96% | 25 |
|
|
2021
Q1 | $27.2M | Buy |
149,133
+13,263
| +10% | +$2.42M | 1.03% | 23 |
|
|
2020
Q4 | $21.8M | Buy |
135,870
+4,634
| +4% | +$742K | 0.9% | 28 |
|
|
2020
Q3 | $16.4M | Buy |
131,236
+10,719
| +9% | +$1.34M | 0.77% | 31 |
|
|
2020
Q2 | $14.6M | Buy |
120,517
+1,738
| +1% | +$211K | 0.77% | 34 |
|
|
2020
Q1 | $11.8M | Buy |
118,779
+9,192
| +8% | +$915K | 0.77% | 33 |
|
|
2019
Q4 | $16.9M | Buy |
109,587
+54,506
| +99% | +$8.4M | 0.93% | 28 |
|
|
2019
Q3 | $7.88M | Buy |
55,081
+14,461
| +36% | +$2.07M | 0.55% | 50 |
|
|
2019
Q2 | $6.54M | Buy |
40,620
+27,612
| +212% | +$4.44M | 0.26% | 87 |
|
|
2019
Q1 | $1.97M | Sell |
13,008
-961
| -7% | -$146K | 0.08% | 180 |
|
|
2018
Q4 | $1.79M | Sell |
13,969
-2,762
| -17% | -$353K | 0.15% | 112 |
|
|
2018
Q3 | $2.65M | Buy |
16,731
+264
| +2% | +$41.8K | 0.1% | 162 |
|
|
2018
Q2 | $2.19M | Buy |
16,467
+1,683
| +11% | +$224K | 0.08% | 201 |
|
|
2018
Q1 | $1.74M | Buy |
14,784
+890
| +6% | +$105K | 0.05% | 324 |
|
|
2017
Q4 | $1.71M | Sell |
13,894
-726
| -5% | -$89.4K | 0.05% | 362 |
|
|
2017
Q3 | $1.82M | Buy |
14,620
+818
| +6% | +$102K | 0.05% | 341 |
|
|
2017
Q2 | $1.71M | Buy |
13,802
+632
| +5% | +$78.1K | 0.05% | 352 |
|
|
2017
Q1 | $1.42M | Buy |
13,170
+2,044
| +18% | +$221K | 0.04% | 406 |
|
|
2016
Q4 | $1.13M | Buy |
11,126
+3,369
| +43% | +$341K | 0.03% | 490 |
|
|
2016
Q3 | $686K | Sell |
7,757
-10,835
| -58% | -$958K | 0.03% | 509 |
|
|
2016
Q2 | $1.81M | Buy |
18,592
+7,414
| +66% | +$722K | 0.08% | 217 |
|
|
2016
Q1 | $999K | Buy |
11,178
+3,291
| +42% | +$294K | 0.05% | 363 |
|
|
2015
Q4 | $715K | Buy |
7,887
+1,960
| +33% | +$178K | 0.03% | 452 |
|
|
2015
Q3 | $497K | Sell |
5,927
-301
| -5% | -$25.3K | 0.04% | 441 |
|
|
2015
Q2 | $534K | Buy |
6,228
+3,628
| +140% | +$311K | 0.03% | 554 |
|
|
2015
Q1 | $219K | Buy |
+2,600
| New | +$219K | ﹤0.01% | 1390 |
|
|
2014
Q3 | – | Sell |
-3,336
| Closed | -$235K | – | 977 |
|
|
2014
Q2 | $235K | Buy |
+3,336
| New | +$235K | 0.02% | 887 |
|