Affiance Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-353
| Closed | -$119K | – | 248 |
|
|
2022
Q4 | $119K | Buy |
+353
| New | +$119K | 0.05% | 123 |
|
|
2022
Q3 | – | Sell |
-996
| Closed | -$241K | – | 137 |
|
|
2022
Q2 | $241K | Hold |
996
| – | – | 0.13% | 78 |
|
|
2022
Q1 | $296K | Hold |
996
| – | – | 0.14% | 79 |
|
|
2021
Q4 | $333K | Hold |
996
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $303K | Hold |
996
| – | – | 0.13% | 90 |
|
|
2021
Q2 | $241K | Buy |
+996
| New | +$241K | 0.1% | 99 |
|