IA
Inspire Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,137
| Closed | -$542K | – | 425 |
|
|
2024
Q1 | $542K | Buy |
1,137
+18
| +2% | +$8.58K | 0.08% | 193 |
|
|
2023
Q4 | $505K | Buy |
1,119
+217
| +24% | +$97.9K | 0.08% | 175 |
|
|
2023
Q3 | $310K | Buy |
902
+18
| +2% | +$6.19K | 0.05% | 202 |
|
|
2023
Q2 | $310K | Buy |
884
+111
| +14% | +$38.9K | 0.06% | 165 |
|
|
2023
Q1 | $252K | Buy |
773
+49
| +7% | +$16K | 0.06% | 152 |
|
|
2022
Q4 | $243K | Buy |
+724
| New | +$243K | 0.06% | 130 |
|
|
2022
Q2 | – | Sell |
-1,125
| Closed | -$335K | – | 142 |
|
|
2022
Q1 | $335K | Sell |
1,125
-19
| -2% | -$5.66K | 0.09% | 54 |
|
|
2021
Q4 | $383K | Buy |
+1,144
| New | +$383K | 0.11% | 41 |
|
|
2021
Q3 | – | Sell |
-2,071
| Closed | -$502K | – | 100 |
|
|
2021
Q2 | $502K | Sell |
2,071
-114
| -5% | -$27.6K | 0.16% | 29 |
|
|
2021
Q1 | $399K | Buy |
2,185
+1,727
| +377% | +$315K | 0.14% | 36 |
|
|
2020
Q4 | $73K | Buy |
+458
| New | +$73K | 0.03% | 180 |
|