Shufro Rose & Co’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
525
| – | – | 0.02% | 267 |
|
|
2025
Q1 | $220K | Hold |
525
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $254K | Sell |
525
-343
| -40% | -$166K | 0.02% | 243 |
|
|
2024
Q3 | $390K | Hold |
868
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $390K | Buy |
868
+68
| +9% | +$30.5K | 0.03% | 200 |
|
|
2024
Q1 | $381K | Hold |
800
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $275K | Hold |
800
| – | – | 0.03% | 227 |
|
|
2023
Q3 | $275K | Hold |
800
| – | – | 0.03% | 226 |
|
|
2023
Q2 | $280K | Hold |
800
| – | – | 0.03% | 231 |
|
|
2023
Q1 | $261K | Sell |
800
-78
| -9% | -$25.4K | 0.02% | 241 |
|
|
2022
Q4 | $295K | Hold |
878
| – | – | 0.02% | 238 |
|
|
2022
Q3 | $243K | Hold |
878
| – | – | 0.02% | 245 |
|
|
2022
Q2 | $212K | Hold |
878
| – | – | 0.02% | 265 |
|
|
2022
Q1 | $261K | Sell |
878
-200
| -19% | -$59.5K | 0.02% | 252 |
|
|
2021
Q4 | $360K | Hold |
1,078
| – | – | 0.03% | 213 |
|
|
2021
Q3 | $328K | Hold |
1,078
| – | – | 0.03% | 210 |
|
|
2021
Q2 | $261K | Buy |
+1,078
| New | +$261K | 0.02% | 233 |
|