Northwest & Ethical Investments’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
1,886
| – | – | 0.02% | 357 |
|
|
2025
Q1 | $790K | Buy |
1,886
+1,326
| +237% | +$556K | 0.02% | 351 |
|
|
2024
Q4 | $271K | Hold |
560
| – | – | 0.01% | 385 |
|
|
2024
Q3 | $284K | Buy |
560
+60
| +12% | +$30.4K | 0.01% | 389 |
|
|
2024
Q2 | $225K | Hold |
500
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $238K | Buy |
+500
| New | +$238K | 0.01% | 388 |
|
|
2018
Q1 | – | Sell |
-6,840
| Closed | -$842K | – | 361 |
|
|
2017
Q4 | $842K | Sell |
6,840
-540
| -7% | -$66.5K | 0.05% | 293 |
|
|
2017
Q3 | $918K | Buy |
+7,380
| New | +$918K | 0.06% | 289 |
|