Stratos Wealth Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
2,239
+683
| +44% | +$276K | 0.01% | 725 |
|
|
2025
Q1 | $653K | Sell |
1,556
-31
| -2% | -$13K | 0.01% | 797 |
|
|
2024
Q4 | $769K | Sell |
1,587
-11
| -0.7% | -$5.33K | 0.01% | 782 |
|
|
2024
Q3 | $810K | Sell |
1,598
-78
| -5% | -$39.5K | 0.01% | 759 |
|
|
2024
Q2 | $753K | Buy |
1,676
+41
| +3% | +$18.4K | 0.01% | 755 |
|
|
2024
Q1 | $779K | Buy |
1,635
+237
| +17% | +$113K | 0.01% | 738 |
|
|
2023
Q4 | $631K | Buy |
1,398
+312
| +29% | +$141K | 0.01% | 784 |
|
|
2023
Q3 | $373K | Buy |
+1,086
| New | +$373K | 0.01% | 929 |
|
|
2021
Q4 | – | Sell |
-3,218
| Closed | -$978K | – | 1278 |
|
|
2021
Q3 | $978K | Buy |
+3,218
| New | +$978K | 0.02% | 531 |
|
|
2018
Q4 | – | Sell |
-46
| Closed | -$7K | – | 1647 |
|
|
2018
Q3 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 2315 |
|
|
2018
Q2 | – | Sell |
-196
| Closed | -$23K | – | 1770 |
|
|
2018
Q1 | $23K | Sell |
196
-26
| -12% | -$3.05K | ﹤0.01% | 1967 |
|
|
2017
Q4 | $27K | Buy |
+222
| New | +$27K | ﹤0.01% | 1801 |
|