Optimist Retirement Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
734
+178
| +32% | +$72K | 0.14% | 86 |
|
|
2025
Q1 | $233K | Buy |
556
+48
| +9% | +$20.1K | 0.12% | 95 |
|
|
2024
Q4 | $246K | Buy |
508
+11
| +2% | +$5.33K | 0.12% | 94 |
|
|
2024
Q3 | $252K | Buy |
497
+8
| +2% | +$4.05K | 0.11% | 88 |
|
|
2024
Q2 | $220K | Sell |
489
-102
| -17% | -$45.8K | 0.12% | 100 |
|
|
2024
Q1 | $282K | Buy |
+591
| New | +$282K | 0.14% | 65 |
|