RCA
Resonant Capital Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
2,494
+170
| +7% | +$68.7K | 0.06% | 158 |
|
|
2025
Q1 | $975K | Buy |
2,324
+36
| +2% | +$15.1K | 0.07% | 148 |
|
|
2024
Q4 | $1.11M | Buy |
2,288
+24
| +1% | +$11.6K | 0.08% | 142 |
|
|
2024
Q3 | $1.15M | Buy |
2,264
+27
| +1% | +$13.7K | 0.08% | 141 |
|
|
2024
Q2 | $1M | Buy |
2,237
+180
| +9% | +$80.8K | 0.08% | 139 |
|
|
2024
Q1 | $981K | Buy |
2,057
+13
| +0.6% | +$6.2K | 0.08% | 146 |
|
|
2023
Q4 | $922K | Sell |
2,044
-137
| -6% | -$61.8K | 0.09% | 139 |
|
|
2023
Q3 | $749K | Buy |
2,181
+13
| +0.6% | +$4.47K | 0.08% | 144 |
|
|
2023
Q2 | $759K | Buy |
2,168
+9
| +0.4% | +$3.15K | 0.08% | 138 |
|
|
2023
Q1 | $703K | Buy |
2,159
+48
| +2% | +$15.6K | 0.08% | 139 |
|
|
2022
Q4 | $710K | Sell |
2,111
-54
| -2% | -$18.2K | 0.09% | 137 |
|
|
2022
Q3 | $599K | Buy |
2,165
+45
| +2% | +$12.5K | 0.09% | 131 |
|
|
2022
Q2 | $513K | Buy |
2,120
+132
| +7% | +$31.9K | 0.08% | 150 |
|
|
2022
Q1 | $595K | Sell |
1,988
-17
| -0.8% | -$5.09K | 0.09% | 130 |
|
|
2021
Q4 | $670K | Buy |
2,005
+101
| +5% | +$33.8K | 0.1% | 114 |
|
|
2021
Q3 | $579K | Buy |
1,904
+376
| +25% | +$114K | 0.1% | 115 |
|
|
2021
Q2 | $370K | Hold |
1,528
| – | – | 0.07% | 140 |
|
|
2021
Q1 | $279K | Buy |
1,528
+22
| +1% | +$4.02K | 0.06% | 155 |
|
|
2020
Q4 | $241K | Buy |
+1,506
| New | +$241K | 0.06% | 160 |
|
|
2020
Q2 | – | Sell |
-2,667
| Closed | -$266K | – | 180 |
|
|
2020
Q1 | $266K | Buy |
2,667
+215
| +9% | +$21.4K | 0.1% | 165 |
|
|
2019
Q4 | $378K | Buy |
+2,452
| New | +$378K | 0.12% | 157 |
|