Summit Trail Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-947
| Closed | -$480K | – | 564 |
|
|
2024
Q3 | $480K | Buy |
947
+70
| +8% | +$35.5K | 0.01% | 402 |
|
|
2024
Q2 | $394K | Sell |
877
-12
| -1% | -$5.39K | 0.01% | 419 |
|
|
2024
Q1 | $424K | Buy |
889
+282
| +46% | +$134K | 0.01% | 375 |
|
|
2023
Q4 | $274K | Sell |
607
-38
| -6% | -$17.1K | 0.01% | 420 |
|
|
2023
Q3 | $222K | Buy |
645
+14
| +2% | +$4.81K | 0.01% | 474 |
|
|
2023
Q2 | $221K | Buy |
+631
| New | +$221K | 0.01% | 457 |
|
|
2018
Q2 | – | Sell |
-4,342
| Closed | -$453K | – | 561 |
|
|
2018
Q1 | $453K | Buy |
4,342
+443
| +11% | +$46.2K | 0.08% | 220 |
|
|
2017
Q4 | $538K | Buy |
+3,899
| New | +$538K | 0.07% | 221 |
|