Triad Investment Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.77M | Sell |
10,015
-1,699
| -15% | -$810K | 5.79% | 2 |
|
|
2023
Q4 | $5.28M | Buy |
11,714
+102
| +0.9% | +$46K | 6.94% | 1 |
|
|
2023
Q3 | $3.99M | Buy |
11,612
+226
| +2% | +$77.7K | 5.83% | 2 |
|
|
2023
Q2 | $3.99M | Buy |
11,386
+2
| +0% | +$701 | 5.55% | 2 |
|
|
2023
Q1 | $3.71M | Buy |
11,384
+243
| +2% | +$79.2K | 5.39% | 2 |
|
|
2022
Q4 | $3.74M | Buy |
11,141
+74
| +0.7% | +$24.9K | 5.86% | 2 |
|
|
2022
Q3 | $3.06M | Sell |
11,067
-372
| -3% | -$103K | 5.32% | 3 |
|
|
2022
Q2 | $2.77M | Sell |
11,439
-2,981
| -21% | -$721K | 4.1% | 5 |
|
|
2022
Q1 | $4.29M | Buy |
14,420
+320
| +2% | +$95.2K | 4.06% | 5 |
|
|
2021
Q4 | $4.71M | Buy |
+14,100
| New | +$4.71M | 4.28% | 4 |
|
|
2020
Q4 | $2.1M | Buy |
+13,083
| New | +$2.1M | 2.33% | 21 |
|