Summit Securities Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
+52
| New | +$21K | ﹤0.01% | 589 |
|
|
2023
Q3 | – | Sell |
-103
| Closed | -$36K | – | 630 |
|
|
2023
Q2 | $36K | Sell |
103
-52
| -34% | -$18.2K | ﹤0.01% | 364 |
|
|
2023
Q1 | $50K | Buy |
155
+75
| +94% | +$24.2K | ﹤0.01% | 301 |
|
|
2022
Q4 | $27K | Buy |
80
+12
| +18% | +$4.05K | ﹤0.01% | 617 |
|
|
2022
Q3 | $19K | Sell |
68
-101
| -60% | -$28.2K | ﹤0.01% | 526 |
|
|
2022
Q2 | $41K | Buy |
169
+136
| +412% | +$33K | 0.01% | 426 |
|
|
2022
Q1 | $10K | Buy |
+33
| New | +$10K | ﹤0.01% | 600 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 185 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 248 |
|