Meritage Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-712
| Closed | -$320K | – | 43 |
|
|
2024
Q2 | $320K | Buy |
712
+133
| +23% | +$59.7K | 0.01% | 30 |
|
|
2024
Q1 | $276K | Buy |
+579
| New | +$276K | 0.01% | 41 |
|
|
2023
Q4 | – | Sell |
-697
| Closed | -$239K | – | 60 |
|
|
2023
Q3 | $239K | Sell |
697
-64
| -8% | -$21.9K | 0.01% | 39 |
|
|
2023
Q2 | $267K | Sell |
761
-11
| -1% | -$3.86K | 0.01% | 33 |
|
|
2023
Q1 | $251K | Buy |
+772
| New | +$251K | 0.01% | 30 |
|
|
2020
Q2 | – | Sell |
-3,038
| Closed | -$302K | – | 34 |
|
|
2020
Q1 | $302K | Buy |
+3,038
| New | +$302K | 0.01% | 30 |
|