Harvest Fund Management’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 |
-33
| Closed | -$14K | – | 688 |
|
2025
Q1 | $14K | Sell |
33
-611
| -95% | -$259K | ﹤0.01% | 568 |
|
2024
Q4 | $312K | Hold |
644
| – | – | 0.01% | 403 |
|
2024
Q3 | $326K | Buy |
644
+312
| +94% | +$158K | 0.02% | 285 |
|
2024
Q2 | $149K | Buy |
332
+171
| +106% | +$76.7K | 0.01% | 368 |
|
2024
Q1 | $77K | Sell |
161
-157
| -49% | -$75.1K | 0.01% | 451 |
|
2023
Q4 | $143K | Buy |
318
+178
| +127% | +$80K | 0.02% | 274 |
|
2023
Q3 | $48K | Sell |
140
-133
| -49% | -$45.6K | 0.01% | 408 |
|
2023
Q2 | $96K | Buy |
273
+166
| +155% | +$58.4K | 0.02% | 332 |
|
2023
Q1 | $35K | Sell |
107
-831
| -89% | -$272K | 0.01% | 527 |
|
2022
Q4 | $315K | Hold |
938
| – | – | 0.08% | 153 |
|
2022
Q3 | $260K | Buy |
938
+78
| +9% | +$21.6K | 0.08% | 149 |
|
2022
Q2 | $209K | Hold |
860
| – | – | 0.06% | 165 |
|
2022
Q1 | $255K | Sell |
860
-1,468
| -63% | -$435K | 0.05% | 170 |
|
2021
Q4 | $775K | Buy |
2,328
+884
| +61% | +$294K | 0.13% | 63 |
|
2021
Q3 | $438K | Buy |
1,444
+1,065
| +281% | +$323K | 0.1% | 68 |
|
2021
Q2 | $94K | Hold |
379
| – | – | 0.01% | 289 |
|
2021
Q1 | $69K | Buy |
379
+259
| +216% | +$47.2K | 0.01% | 330 |
|
2020
Q4 | $19K | Buy |
+120
| New | +$19K | ﹤0.01% | 481 |
|