Wallace Capital Management’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 |
-1,000
| Closed | -$507K | – | 85 |
|
2024
Q3 | $507K | Hold |
1,000
| – | – | 0.07% | 53 |
|
2024
Q2 | $449K | Hold |
1,000
| – | – | 0.07% | 53 |
|
2024
Q1 | $477K | Hold |
1,000
| – | – | 0.07% | 56 |
|
2023
Q4 | $451K | Hold |
1,000
| – | – | 0.07% | 58 |
|
2023
Q3 | $344K | Hold |
1,000
| – | – | 0.05% | 63 |
|
2023
Q2 | $350K | Buy |
+1,000
| New | +$350K | 0.05% | 68 |
|