Veritable’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,900
| Closed | -$666K | – | 401 |
|
|
2023
Q2 | $666K | Sell |
1,900
-44
| -2% | -$14.3K | 0.01% | 473 |
|
|
2023
Q1 | $633K | Buy |
1,944
+2
| +0.1% | +$661 | 0.01% | 473 |
|
|
2022
Q4 | $653K | Buy |
1,942
+189
| +11% | +$61K | 0.01% | 457 |
|
|
2022
Q3 | $485K | Buy |
1,753
+95
| +6% | +$26.6K | 0.01% | 502 |
|
|
2022
Q2 | $401K | Sell |
1,658
-32
| -2% | -$8.51K | 0.01% | 586 |
|
|
2022
Q1 | $503K | Buy |
1,690
+15
| +0.9% | +$4.34K | 0.01% | 562 |
|
|
2021
Q4 | $560K | Buy |
1,675
+20
| +1% | +$6.43K | 0.01% | 532 |
|
|
2021
Q3 | $503K | Buy |
1,655
+14
| +0.9% | +$4.06K | 0.01% | 550 |
|
|
2021
Q2 | $397K | Sell |
1,641
-62
| -4% | -$13.6K | 0.01% | 601 |
|
|
2021
Q1 | $311K | Sell |
1,703
-101
| -6% | -$17.6K | 0.01% | 647 |
|
|
2020
Q4 | $289K | Buy |
1,804
+23
| +1% | +$3.31K | 0.01% | 640 |
|
|
2020
Q3 | $223K | Buy |
1,781
+76
| +4% | +$9.66K | ﹤0.01% | 666 |
|
|
2020
Q2 | $207K | Buy |
+1,705
| New | +$197K | ﹤0.01% | 711 |
|
|
2020
Q1 | – | Sell |
-2,033
| Closed | -$313K | – | 781 |
|
|
2019
Q4 | $313K | Sell |
2,033
-1,875
| -48% | -$286K | 0.01% | 662 |
|
|
2019
Q3 | $559K | Sell |
3,908
-3,052
| -44% | -$444K | 0.01% | 485 |
|
|
2019
Q2 | $1.12M | Sell |
6,960
-4,440
| -39% | -$694K | 0.02% | 322 |
|
|
2019
Q1 | $1.73M | Sell |
11,400
-615
| -5% | -$85.4K | 0.03% | 234 |
|
|
2018
Q4 | $1.54M | Sell |
12,015
-1,121
| -9% | -$162K | 0.04% | 240 |
|
|
2018
Q3 | $2.08M | Sell |
13,136
-296
| -2% | -$42.9K | 0.04% | 207 |
|
|
2018
Q2 | $1.78M | Sell |
13,432
-272
| -2% | -$34.8K | 0.04% | 227 |
|
|
2018
Q1 | $1.61M | Buy |
13,704
+1,589
| +13% | +$198K | 0.04% | 246 |
|
|
2017
Q4 | $1.49M | Buy |
12,115
+2,256
| +23% | +$274K | 0.03% | 262 |
|
|
2017
Q3 | $1.23M | Sell |
9,859
-212
| -2% | -$26.2K | 0.03% | 303 |
|
|
2017
Q2 | $1.24M | Buy |
10,071
+583
| +6% | +$67.7K | 0.03% | 302 |
|
|
2017
Q1 | $1.02M | Buy |
9,488
+4,714
| +99% | +$486K | 0.02% | 327 |
|
|
2016
Q4 | $483K | Buy |
4,774
+1,706
| +56% | +$165K | 0.01% | 487 |
|
|
2016
Q3 | $271K | Sell |
3,068
-110
| -3% | -$10.3K | 0.01% | 617 |
|
|
2016
Q2 | $310K | Buy |
3,178
+548
| +21% | +$52.1K | 0.01% | 565 |
|
|
2016
Q1 | $235K | Buy |
+2,630
| New | +$222K | 0.01% | 624 |
|
Other funds holding IT
GIM
