Private Advisory Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,197
| Closed | -$540K | – | 199 |
|
|
2023
Q4 | $540K | Buy |
+1,197
| New | +$540K | 0.09% | 133 |
|
|
2022
Q2 | – | Sell |
-3,928
| Closed | -$1.17M | – | 182 |
|
|
2022
Q1 | $1.17M | Sell |
3,928
-1,471
| -27% | -$437K | 0.23% | 74 |
|
|
2021
Q4 | $1.81M | Buy |
5,399
+2,119
| +65% | +$708K | 0.34% | 54 |
|
|
2021
Q3 | $997K | Buy |
3,280
+52
| +2% | +$15.8K | 0.24% | 66 |
|
|
2021
Q2 | $782K | Buy |
+3,228
| New | +$782K | 0.2% | 71 |
|