Fidelis Capital Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-525
| Closed | -$218K | – | 455 |
|
|
2025
Q1 | $218K | Sell |
525
-195
| -27% | -$81.1K | 0.02% | 393 |
|
|
2024
Q4 | $394K | Buy |
720
+25
| +4% | +$13.7K | 0.04% | 289 |
|
|
2024
Q3 | $362K | Sell |
695
-25
| -3% | -$13K | 0.04% | 287 |
|
|
2024
Q2 | $336K | Sell |
720
-79
| -10% | -$36.9K | 0.05% | 267 |
|
|
2024
Q1 | $381K | Buy |
799
+115
| +17% | +$54.8K | 0.06% | 247 |
|
|
2023
Q4 | $309K | Buy |
+684
| New | +$309K | 0.07% | 240 |
|