Rational Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30
| Closed | -$10.5K | – | 238 |
|
|
2023
Q3 | $10.5K | Hold |
30
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $10.5K | Hold |
30
| – | – | ﹤0.01% | 212 |
|
|
2023
Q1 | $9.77K | Hold |
30
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $10.1K | Hold |
30
| – | – | ﹤0.01% | 185 |
|
|
2022
Q3 | $8K | Buy |
30
+1
| +3% | +$267 | ﹤0.01% | 201 |
|
|
2022
Q2 | $7K | Buy |
29
+1
| +4% | +$241 | ﹤0.01% | 209 |
|
|
2022
Q1 | $8K | Buy |
+28
| New | +$8K | ﹤0.01% | 224 |
|
|
2020
Q4 | – | Sell |
-8
| Closed | -$1K | – | 410 |
|
|
2020
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 534 |
|
|
2016
Q3 | – | Sell |
-875
| Closed | -$85K | – | 290 |
|
|
2016
Q2 | $85K | Buy |
+875
| New | +$85K | 0.06% | 182 |
|
|
2015
Q3 | $61K | Hold |
732
| – | – | 0.02% | 243 |
|
|
2015
Q2 | $63K | Hold |
732
| – | – | 0.02% | 242 |
|
|
2015
Q1 | $61K | Sell |
732
-488
| -40% | -$40.7K | 0.01% | 244 |
|
|
2014
Q4 | $103K | Buy |
+1,220
| New | +$103K | 0.02% | 267 |
|
|
2013
Q4 | $276K | Sell |
3,886
-392
| -9% | -$27.8K | 0.02% | 439 |
|
|
2013
Q3 | $257K | Sell |
4,278
-56
| -1% | -$3.36K | 0.02% | 474 |
|
|
2013
Q2 | $247K | Buy |
+4,334
| New | +$247K | 0.02% | 474 |
|