Sonen Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1M | Hold |
2,227
| – | – | 1.91% | 10 |
|
|
2023
Q3 | $765K | Hold |
2,227
| – | – | 1.5% | 17 |
|
|
2023
Q2 | $780K | Buy |
2,227
+81
| +4% | +$28.4K | 1.29% | 20 |
|
|
2023
Q1 | $699K | Sell |
2,146
-905
| -30% | -$295K | 1.19% | 22 |
|
|
2022
Q4 | $1.03M | Sell |
3,051
-193
| -6% | -$64.9K | 1.68% | 11 |
|
|
2022
Q3 | $898K | Sell |
3,244
-927
| -22% | -$257K | 1.46% | 16 |
|
|
2022
Q2 | $1.01M | Sell |
4,171
-939
| -18% | -$227K | 1.44% | 16 |
|
|
2022
Q1 | $1.52M | Hold |
5,110
| – | – | 1.84% | 13 |
|
|
2021
Q4 | $1.71M | Buy |
+5,110
| New | +$1.71M | 1.65% | 19 |
|