RFG Advisory’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,082
| Closed | -$548K | – | 789 |
|
|
2024
Q3 | $548K | Sell |
1,082
-24
| -2% | -$12.2K | 0.02% | 491 |
|
|
2024
Q2 | $497K | Sell |
1,106
-498
| -31% | -$224K | 0.02% | 501 |
|
|
2024
Q1 | $765K | Buy |
1,604
+15
| +0.9% | +$7.15K | 0.03% | 399 |
|
|
2023
Q4 | $717K | Buy |
1,589
+431
| +37% | +$194K | 0.03% | 374 |
|
|
2023
Q3 | $398K | Buy |
1,158
+220
| +23% | +$75.6K | 0.02% | 446 |
|
|
2023
Q2 | $329K | Buy |
938
+130
| +16% | +$45.5K | 0.01% | 501 |
|
|
2023
Q1 | $263K | Buy |
+808
| New | +$263K | 0.01% | 542 |
|