Zeke Capital Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $642K | Sell |
1,910
-3,214
| -63% | -$1.08M | 0.04% | 201 |
|
|
2022
Q3 | $1.42M | Sell |
5,124
-246
| -5% | -$68.1K | 0.1% | 97 |
|
|
2022
Q2 | $1.3M | Sell |
5,370
-4,108
| -43% | -$994K | 0.09% | 108 |
|
|
2022
Q1 | $2.82M | Buy |
9,478
+8,495
| +864% | +$2.53M | 0.14% | 69 |
|
|
2021
Q4 | $329K | Sell |
983
-158
| -14% | -$52.9K | 0.02% | 217 |
|
|
2021
Q3 | $347K | Sell |
1,141
-306
| -21% | -$93.1K | 0.02% | 194 |
|
|
2021
Q2 | $350K | Buy |
+1,447
| New | +$350K | 0.02% | 184 |
|
|
2020
Q1 | – | Sell |
-1,324
| Closed | -$204K | – | 374 |
|
|
2019
Q4 | $204K | Buy |
+1,324
| New | +$204K | 0.02% | 525 |
|
|
2019
Q3 | – | Sell |
-1,712
| Closed | -$276K | – | 576 |
|
|
2019
Q2 | $276K | Sell |
1,712
-3,180
| -65% | -$513K | 0.03% | 486 |
|
|
2019
Q1 | $742K | Sell |
4,892
-6,911
| -59% | -$1.05M | 0.07% | 257 |
|
|
2018
Q4 | $1.51M | Sell |
11,803
-108
| -0.9% | -$13.8K | 0.14% | 123 |
|
|
2018
Q3 | $1.89M | Buy |
11,911
+8,866
| +291% | +$1.41M | 0.15% | 105 |
|
|
2018
Q2 | $405K | Hold |
3,045
| – | – | 0.04% | 343 |
|
|
2018
Q1 | $358K | Hold |
3,045
| – | – | 0.03% | 407 |
|
|
2017
Q4 | $375K | Buy |
+3,045
| New | +$375K | 0.04% | 347 |
|