Fortem Financial Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
554
-1,397
| -72% | -$565K | 0.07% | 155 |
|
|
2025
Q1 | $819K | Sell |
1,951
-896
| -31% | -$376K | 0.32% | 88 |
|
|
2024
Q4 | $1.38M | Buy |
2,847
+73
| +3% | +$35.4K | 0.53% | 49 |
|
|
2024
Q3 | $1.41M | Buy |
2,774
+15
| +0.5% | +$7.6K | 0.57% | 47 |
|
|
2024
Q2 | $1.24M | Sell |
2,759
-64
| -2% | -$28.7K | 0.53% | 60 |
|
|
2024
Q1 | $1.35M | Buy |
2,823
+302
| +12% | +$144K | 0.59% | 55 |
|
|
2023
Q4 | $1.14M | Buy |
2,521
+305
| +14% | +$138K | 0.57% | 57 |
|
|
2023
Q3 | $761K | Buy |
2,216
+1,049
| +90% | +$360K | 0.45% | 73 |
|
|
2023
Q2 | $409K | Buy |
+1,167
| New | +$409K | 0.24% | 107 |
|
|
2022
Q1 | – | Sell |
-629
| Closed | -$210K | – | 171 |
|
|
2021
Q4 | $210K | Buy |
+629
| New | +$210K | 0.1% | 164 |
|
|
2021
Q1 | – | Sell |
-620
| Closed | -$99K | – | 299 |
|
|
2020
Q4 | $99K | Buy |
+620
| New | +$99K | 0.06% | 180 |
|