Global Retirement 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 | $48.1K | Buy |
+119
| New | +$48.1K | ﹤0.01% | 1794 |
|
|
2024
Q4 | $134K | Buy |
276
+34
| +14% | +$16.5K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $123K | Buy |
242
+17
| +8% | +$8.62K | ﹤0.01% | 1140 |
|
|
2024
Q2 | $101K | Buy |
225
+76
| +51% | +$34.1K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $71K | Buy |
149
+33
| +28% | +$15.7K | ﹤0.01% | 1236 |
|
|
2023
Q4 | $52.6K | Sell |
116
-21
| -15% | -$9.52K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $47.6K | Buy |
137
+92
| +204% | +$32K | ﹤0.01% | 1300 |
|
|
2023
Q2 | $15.8K | Hold |
45
| – | – | ﹤0.01% | 1776 |
|
|
2023
Q1 | $13.8K | Sell |
45
-11
| -20% | -$3.36K | ﹤0.01% | 1794 |
|
|
2022
Q4 | $18.8K | Hold |
56
| – | – | ﹤0.01% | 1509 |
|
|
2022
Q3 | $17K | Buy |
56
+18
| +47% | +$5.46K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $9K | Buy |
38
+1
| +3% | +$237 | ﹤0.01% | 1679 |
|
|
2022
Q1 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 1660 |
|
|
2021
Q4 | – | Sell |
-35
| Closed | -$11K | – | 1015 |
|
|
2021
Q3 | $11K | Buy |
35
+4
| +13% | +$1.26K | ﹤0.01% | 1392 |
|
|
2021
Q2 | $8K | Hold |
31
| – | – | ﹤0.01% | 1444 |
|
|
2021
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 1425 |
|
|
2020
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 1438 |
|
|
2020
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 1366 |
|
|
2020
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 1336 |
|
|
2020
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 1335 |
|
|
2019
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 1289 |
|
|
2019
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 1213 |
|
|
2018
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 1227 |
|
|
2018
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 1164 |
|
|
2017
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 1041 |
|
|
2017
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 978 |
|
|
2017
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 979 |
|