Shelton Capital Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Sell |
8,321
-14
| -0.2% | -$5.66K | 0.08% | 186 |
|
|
2025
Q1 | $3.5M | Hold |
8,335
| – | – | 0.08% | 184 |
|
|
2024
Q4 | $4.04M | Sell |
8,335
-1,026
| -11% | -$497K | 0.1% | 171 |
|
|
2024
Q3 | $4.74M | Buy |
9,361
+3,600
| +62% | +$1.82M | 0.12% | 158 |
|
|
2024
Q2 | $2.59M | Sell |
5,761
-2,000
| -26% | -$898K | 0.07% | 217 |
|
|
2024
Q1 | $3.7M | Buy |
7,761
+2,000
| +35% | +$953K | 0.11% | 194 |
|
|
2023
Q4 | $2.6M | Buy |
5,761
+2,253
| +64% | +$1.02M | 0.08% | 219 |
|
|
2023
Q3 | $1.21M | Sell |
3,508
-3,300
| -48% | -$1.13M | 0.04% | 256 |
|
|
2023
Q2 | $2.38M | Buy |
+6,808
| New | +$2.38M | 0.09% | 218 |
|
|
2017
Q2 | – | Sell |
-6,196
| Closed | -$669K | – | 871 |
|
|
2017
Q1 | $669K | Buy |
6,196
+1,629
| +36% | +$176K | 0.05% | 289 |
|
|
2016
Q4 | $462K | Hold |
4,567
| – | – | 0.04% | 382 |
|
|
2016
Q3 | $404K | Sell |
4,567
-4,152
| -48% | -$367K | 0.03% | 451 |
|
|
2016
Q2 | $849K | Hold |
8,719
| – | – | 0.07% | 221 |
|
|
2016
Q1 | $779K | Hold |
8,719
| – | – | 0.07% | 241 |
|
|
2015
Q4 | $791K | Hold |
8,719
| – | – | 0.08% | 223 |
|
|
2015
Q3 | $732K | Hold |
8,719
| – | – | 0.08% | 227 |
|
|
2015
Q2 | $748K | Hold |
8,719
| – | – | 0.08% | 234 |
|
|
2015
Q1 | $731K | Sell |
8,719
-445
| -5% | -$37.3K | 0.08% | 250 |
|
|
2014
Q4 | $772K | Sell |
9,164
-1,097
| -11% | -$92.4K | 0.09% | 226 |
|
|
2014
Q3 | $754K | Hold |
10,261
| – | – | 0.1% | 208 |
|
|
2014
Q2 | $724K | Hold |
10,261
| – | – | 0.1% | 217 |
|
|
2014
Q1 | $713K | Hold |
10,261
| – | – | 0.1% | 200 |
|
|
2013
Q4 | $729K | Hold |
10,261
| – | – | 0.11% | 193 |
|
|
2013
Q3 | $616K | Hold |
10,261
| – | – | 0.1% | 220 |
|
|
2013
Q2 | $585K | Buy |
+10,261
| New | +$585K | 0.11% | 204 |
|