Symmetry Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,134
| Closed | -$509K | – | 296 |
|
|
2024
Q2 | $509K | Sell |
1,134
-535
| -32% | -$240K | 0.03% | 279 |
|
|
2024
Q1 | $796K | Hold |
1,669
| – | – | 0.06% | 218 |
|
|
2023
Q4 | $755K | Sell |
1,669
-535
| -24% | -$242K | 0.04% | 211 |
|
|
2023
Q3 | $757K | Hold |
2,204
| – | – | 0.04% | 218 |
|
|
2023
Q2 | $772K | Hold |
2,204
| – | – | 0.04% | 233 |
|
|
2023
Q1 | $718K | Buy |
2,204
+55
| +3% | +$17.9K | 0.04% | 240 |
|
|
2022
Q4 | $722K | Sell |
2,149
-155
| -7% | -$52.1K | 0.04% | 230 |
|
|
2022
Q3 | $637K | Hold |
2,304
| – | – | 0.04% | 249 |
|
|
2022
Q2 | $557K | Sell |
2,304
-444
| -16% | -$107K | 0.04% | 289 |
|
|
2022
Q1 | $817K | Buy |
2,748
+246
| +10% | +$73.1K | 0.05% | 235 |
|
|
2021
Q4 | $836K | Hold |
2,502
| – | – | 0.05% | 255 |
|
|
2021
Q3 | $779K | Hold |
2,502
| – | – | 0.05% | 284 |
|
|
2021
Q2 | $606K | Hold |
2,502
| – | – | 0.04% | 357 |
|
|
2021
Q1 | $457K | Sell |
2,502
-45
| -2% | -$8.22K | 0.03% | 433 |
|
|
2020
Q4 | $408K | Hold |
2,547
| – | – | 0.03% | 438 |
|
|
2020
Q3 | $318K | Buy |
+2,547
| New | +$318K | 0.03% | 471 |
|