Lake Street Advisors Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$286K Sell
590
-13
-2% -$6.3K 0.01% 463
2024
Q3
$306K Sell
603
-26
-4% -$13.2K 0.01% 448
2024
Q2
$282K Sell
629
-8
-1% -$3.59K 0.01% 458
2024
Q1
$304K Buy
637
+14
+2% +$6.67K 0.01% 457
2023
Q4
$281K Buy
+623
New +$281K 0.01% 462