LPT
Legacy Private Trust’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-455
| Closed | -$220K | – | 252 |
|
|
2024
Q4 | $220K | Buy |
455
+55
| +14% | +$26.6K | 0.01% | 226 |
|
|
2024
Q3 | $203K | Sell |
400
-105
| -21% | -$53.2K | 0.01% | 229 |
|
|
2024
Q2 | $227K | Sell |
505
-15
| -3% | -$6.74K | 0.02% | 219 |
|
|
2024
Q1 | $248K | Hold |
520
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $235K | Buy |
+520
| New | +$235K | 0.02% | 212 |
|
|
2020
Q2 | – | Sell |
-2,020
| Closed | -$201K | – | 211 |
|
|
2020
Q1 | $201K | Sell |
2,020
-65
| -3% | -$6.47K | 0.03% | 202 |
|
|
2019
Q4 | $321K | Buy |
2,085
+200
| +11% | +$30.8K | 0.03% | 200 |
|
|
2019
Q3 | $270K | Sell |
1,885
-60
| -3% | -$8.59K | 0.03% | 208 |
|
|
2019
Q2 | $313K | Sell |
1,945
-30
| -2% | -$4.83K | 0.04% | 201 |
|
|
2019
Q1 | $300K | Sell |
1,975
-900
| -31% | -$137K | 0.04% | 194 |
|
|
2018
Q4 | $368K | Sell |
2,875
-75
| -3% | -$9.6K | 0.05% | 188 |
|
|
2018
Q3 | $468K | Sell |
2,950
-300
| -9% | -$47.6K | 0.05% | 170 |
|
|
2018
Q2 | $432K | Hold |
3,250
| – | – | 0.05% | 178 |
|
|
2018
Q1 | $382K | Sell |
3,250
-3,810
| -54% | -$448K | 0.04% | 190 |
|
|
2017
Q4 | $869K | Sell |
7,060
-60
| -0.8% | -$7.39K | 0.1% | 143 |
|
|
2017
Q3 | $886K | Sell |
7,120
-910
| -11% | -$113K | 0.11% | 144 |
|
|
2017
Q2 | $992K | Sell |
8,030
-1,670
| -17% | -$206K | 0.13% | 133 |
|
|
2017
Q1 | $1.05M | Sell |
9,700
-527
| -5% | -$56.9K | 0.13% | 135 |
|
|
2016
Q4 | $1.03M | Sell |
10,227
-3,757
| -27% | -$380K | 0.14% | 136 |
|
|
2016
Q3 | $1.24M | Sell |
13,984
-1,462
| -9% | -$129K | 0.17% | 121 |
|
|
2016
Q2 | $1.51M | Sell |
15,446
-530
| -3% | -$51.6K | 0.22% | 109 |
|
|
2016
Q1 | $1.43M | Buy |
15,976
+230
| +1% | +$20.5K | 0.22% | 109 |
|
|
2015
Q4 | $1.43M | Sell |
15,746
-1,000
| -6% | -$90.7K | 0.22% | 112 |
|
|
2015
Q3 | $1.41M | Hold |
16,746
| – | – | 0.22% | 110 |
|
|
2015
Q2 | $1.44M | Sell |
16,746
-13,460
| -45% | -$1.15M | 0.22% | 117 |
|
|
2015
Q1 | $2.53M | Sell |
30,206
-1,018
| -3% | -$85.4K | 0.37% | 79 |
|
|
2014
Q4 | $2.63M | Hold |
31,224
| – | – | 0.39% | 72 |
|
|
2014
Q3 | $2.29M | Sell |
31,224
-270
| -0.9% | -$19.8K | 0.35% | 82 |
|
|
2014
Q2 | $2.22M | Sell |
31,494
-370
| -1% | -$26.1K | 0.34% | 82 |
|
|
2014
Q1 | $2.21M | Buy |
31,864
+1,308
| +4% | +$90.8K | 0.39% | 73 |
|
|
2013
Q4 | $2.17M | Buy |
30,556
+2,555
| +9% | +$182K | 0.4% | 66 |
|
|
2013
Q3 | $1.68M | Buy |
28,001
+3,039
| +12% | +$182K | 0.36% | 67 |
|
|
2013
Q2 | $1.42M | Buy |
+24,962
| New | +$1.42M | 0.33% | 73 |
|