Schubert & Co’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27
| Closed | -$8.8K | – | 763 |
|
|
2023
Q1 | $8.8K | Sell |
27
-3
| -10% | -$977 | 0.01% | 246 |
|
|
2022
Q4 | $10.1K | Hold |
30
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $8K | Buy |
30
+12
| +67% | +$3.2K | 0.01% | 237 |
|
|
2022
Q2 | $4K | Buy |
18
+4
| +29% | +$889 | ﹤0.01% | 446 |
|
|
2022
Q1 | $4K | Buy |
14
+1
| +8% | +$286 | ﹤0.01% | 206 |
|
|
2021
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 164 |
|