Madison Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.89M | Buy |
17,148
+103
| +0.6% | +$35.4K | 1.24% | 23 |
|
|
2023
Q2 | $5.97M | Sell |
17,045
-53
| -0.3% | -$18.6K | 1.21% | 25 |
|
|
2023
Q1 | $5.57M | Sell |
17,098
-367
| -2% | -$120K | 1.2% | 25 |
|
|
2022
Q4 | $5.87M | Buy |
17,465
+180
| +1% | +$60.5K | 1.34% | 22 |
|
|
2022
Q3 | $4.78M | Buy |
17,285
+72
| +0.4% | +$19.9K | 1.17% | 21 |
|
|
2022
Q2 | $4.16M | Sell |
17,213
-202
| -1% | -$48.9K | 1.01% | 27 |
|
|
2022
Q1 | $5.18M | Sell |
17,415
-40
| -0.2% | -$11.9K | 1.09% | 24 |
|
|
2021
Q4 | $5.84M | Sell |
17,455
-12
| -0.1% | -$4.01K | 1.17% | 24 |
|
|
2021
Q3 | $5.31M | Sell |
17,467
-197
| -1% | -$59.9K | 1.16% | 23 |
|
|
2021
Q2 | $4.28M | Buy |
17,664
+204
| +1% | +$49.4K | 0.94% | 28 |
|
|
2021
Q1 | $3.19M | Buy |
17,460
+340
| +2% | +$62.1K | 0.78% | 35 |
|
|
2020
Q4 | $2.74M | Buy |
17,120
+419
| +3% | +$67.1K | 0.72% | 38 |
|
|
2020
Q3 | $2.09M | Buy |
16,701
+270
| +2% | +$33.7K | 0.63% | 42 |
|
|
2020
Q2 | $1.99M | Buy |
+16,431
| New | +$1.99M | 0.66% | 40 |
|