Money Concepts Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,695
| Closed | -$711K | – | 448 |
|
|
2025
Q1 | $711K | Sell |
1,695
-55
| -3% | -$23.1K | 0.05% | 262 |
|
|
2024
Q4 | $848K | Sell |
1,750
-11
| -0.6% | -$5.33K | 0.06% | 233 |
|
|
2024
Q3 | $892K | Buy |
1,761
+225
| +15% | +$114K | 0.07% | 226 |
|
|
2024
Q2 | $690K | Buy |
1,536
+173
| +13% | +$77.7K | 0.06% | 251 |
|
|
2024
Q1 | $650K | Buy |
+1,363
| New | +$650K | 0.06% | 256 |
|
|
2022
Q4 | – | Sell |
-161
| Closed | -$45K | – | 3293 |
|
|
2022
Q3 | $45K | Hold |
161
| – | – | ﹤0.01% | 732 |
|
|
2022
Q2 | $39K | Buy |
161
+70
| +77% | +$17K | ﹤0.01% | 748 |
|
|
2022
Q1 | $27K | Buy |
+91
| New | +$27K | ﹤0.01% | 1475 |
|