Wintrust Investments’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $101K | Sell |
210
-84
| -29% | -$40.4K | 0.09% | 164 |
|
|
2024
Q3 | $149K | Sell |
294
-2,586
| -90% | -$1.31M | 0.11% | 159 |
|
|
2024
Q2 | $1.29M | Hold |
2,880
| – | – | 0.11% | 163 |
|
|
2024
Q1 | $1.37M | Sell |
2,880
-15
| -0.5% | -$7.15K | 0.12% | 155 |
|
|
2023
Q4 | $1.31M | Buy |
2,895
+100
| +4% | +$45.1K | 0.13% | 152 |
|
|
2023
Q3 | $960K | Hold |
2,795
| – | – | 0.1% | 179 |
|
|
2023
Q2 | $979K | Sell |
2,795
-50
| -2% | -$17.5K | 0.1% | 177 |
|
|
2023
Q1 | $927K | Sell |
2,845
-115
| -4% | -$37.5K | 0.12% | 139 |
|
|
2022
Q4 | $995K | Hold |
2,960
| – | – | 0.13% | 142 |
|
|
2022
Q3 | $819K | Sell |
2,960
-285
| -9% | -$78.9K | 0.1% | 164 |
|
|
2022
Q2 | $785K | Sell |
3,245
-570
| -15% | -$138K | 0.09% | 167 |
|
|
2022
Q1 | $1.14M | Sell |
3,815
-2,180
| -36% | -$649K | 0.11% | 154 |
|
|
2021
Q4 | $1.97M | Buy |
5,995
+2,015
| +51% | +$661K | 0.19% | 105 |
|
|
2021
Q3 | $1.21M | Sell |
3,980
-910
| -19% | -$276K | 0.16% | 102 |
|
|
2021
Q2 | $1.18M | Sell |
4,890
-420
| -8% | -$102K | 0.12% | 142 |
|
|
2021
Q1 | $969K | Sell |
5,310
-690
| -12% | -$126K | 0.1% | 174 |
|
|
2020
Q4 | $961K | Buy |
6,000
+1,215
| +25% | +$195K | 0.27% | 72 |
|
|
2020
Q3 | $598K | Buy |
4,785
+875
| +22% | +$109K | 0.08% | 174 |
|
|
2020
Q2 | $476K | Buy |
3,910
+700
| +22% | +$85.2K | 0.07% | 202 |
|
|
2020
Q1 | $320K | Buy |
3,210
+1,025
| +47% | +$102K | 0.05% | 234 |
|
|
2019
Q4 | $337K | Sell |
2,185
-7,075
| -76% | -$1.09M | 0.05% | 269 |
|
|
2019
Q3 | $1.28M | Buy |
9,260
+7,535
| +437% | +$1.04M | 0.19% | 94 |
|
|
2019
Q2 | $278K | Sell |
1,725
-500
| -22% | -$80.6K | 0.04% | 296 |
|
|
2019
Q1 | $337K | Hold |
2,225
| – | – | 0.05% | 257 |
|
|
2018
Q4 | $284K | Sell |
2,225
-895
| -29% | -$114K | 0.05% | 271 |
|
|
2018
Q3 | $495K | Buy |
3,120
+5
| +0.2% | +$793 | 0.08% | 219 |
|
|
2018
Q2 | $414K | Sell |
3,115
-315
| -9% | -$41.9K | 0.07% | 236 |
|
|
2018
Q1 | $403K | Sell |
3,430
-70
| -2% | -$8.22K | 0.1% | 170 |
|
|
2017
Q4 | $431K | Sell |
3,500
-140
| -4% | -$17.2K | 0.1% | 181 |
|
|
2017
Q3 | $453K | Sell |
3,640
-60
| -2% | -$7.47K | 0.11% | 174 |
|
|
2017
Q2 | $457K | Sell |
3,700
-755
| -17% | -$93.3K | 0.12% | 176 |
|
|
2017
Q1 | $481K | Buy |
+4,455
| New | +$481K | 0.14% | 171 |
|