TD Private Client Wealth’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2K | Sell |
238
-2,704
| -92% | -$1.09M | ﹤0.01% | 740 |
|
|
2025
Q1 | $1.23M | Buy |
2,942
+37
| +1% | +$15.5K | 0.03% | 302 |
|
|
2024
Q4 | $1.41M | Sell |
2,905
-1,672
| -37% | -$810K | 0.04% | 292 |
|
|
2024
Q3 | $2.32M | Sell |
4,577
-2,111
| -32% | -$1.07M | 0.07% | 219 |
|
|
2024
Q2 | $3M | Sell |
6,688
-2,909
| -30% | -$1.31M | 0.09% | 157 |
|
|
2024
Q1 | $4.57M | Sell |
9,597
-321
| -3% | -$153K | 0.15% | 117 |
|
|
2023
Q4 | $4.47M | Sell |
9,918
-1,859
| -16% | -$839K | 0.16% | 115 |
|
|
2023
Q3 | $4.05M | Sell |
11,777
-211
| -2% | -$72.5K | 0.18% | 119 |
|
|
2023
Q2 | $4.2M | Sell |
11,988
-762
| -6% | -$267K | 0.18% | 122 |
|
|
2023
Q1 | $4.15M | Buy |
12,750
+2,173
| +21% | +$708K | 0.19% | 122 |
|
|
2022
Q4 | $3.56M | Buy |
10,577
+5,089
| +93% | +$1.71M | 0.17% | 131 |
|
|
2022
Q3 | $1.52M | Buy |
5,488
+5,238
| +2,095% | +$1.45M | 0.08% | 241 |
|
|
2022
Q2 | $60.5K | Buy |
250
+8
| +3% | +$1.94K | ﹤0.01% | 693 |
|
|
2022
Q1 | $72K | Sell |
242
-19
| -7% | -$5.65K | ﹤0.01% | 703 |
|
|
2021
Q4 | $87.3K | Buy |
261
+8
| +3% | +$2.68K | ﹤0.01% | 658 |
|
|
2021
Q3 | $76.9K | Buy |
253
+9
| +4% | +$2.74K | ﹤0.01% | 668 |
|
|
2021
Q2 | $59.1K | Buy |
244
+11
| +5% | +$2.66K | ﹤0.01% | 710 |
|
|
2021
Q1 | $42.5K | Buy |
233
+7
| +3% | +$1.28K | ﹤0.01% | 730 |
|
|
2020
Q4 | $36.2K | Buy |
226
+13
| +6% | +$2.08K | ﹤0.01% | 702 |
|
|
2020
Q3 | $26.6K | Hold |
213
| – | – | ﹤0.01% | 697 |
|
|
2020
Q2 | $25.8K | Buy |
213
+109
| +105% | +$13.2K | ﹤0.01% | 695 |
|
|
2020
Q1 | $10.4K | Sell |
104
-62
| -37% | -$6.17K | ﹤0.01% | 758 |
|
|
2019
Q4 | $25.6K | Buy |
+166
| New | +$25.6K | ﹤0.01% | 681 |
|