Pathstone Family Office’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.21M | Buy |
3,520
+1,980
| +129% | +$679K | 0.01% | 636 |
|
|
2023
Q2 | $547K | Buy |
1,540
+192
| +14% | +$68.2K | 0.01% | 714 |
|
|
2023
Q1 | $474K | Sell |
1,348
-3,796
| -74% | -$1.34M | 0.01% | 716 |
|
|
2022
Q4 | $1.32M | Buy |
5,144
+1,622
| +46% | +$417K | 0.01% | 663 |
|
|
2022
Q3 | $975K | Buy |
3,522
+2,364
| +204% | +$654K | 0.01% | 753 |
|
|
2022
Q2 | $280K | Buy |
1,158
+395
| +52% | +$95.4K | 0.01% | 823 |
|
|
2022
Q1 | $227K | Sell |
763
-83
| -10% | -$24.7K | 0.01% | 854 |
|
|
2021
Q4 | $283K | Buy |
846
+2
| +0.2% | +$669 | 0.01% | 732 |
|
|
2021
Q3 | $256K | Buy |
+844
| New | +$256K | 0.01% | 724 |
|
|
2019
Q2 | – | Sell |
-46
| Closed | -$7K | – | 761 |
|
|
2019
Q1 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 552 |
|