Allen Investment Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-6,930
| Closed | -$886K | – | 194 |
|
2018
Q4 | $886K | Hold |
6,930
| – | – | 0.04% | 96 |
|
2018
Q3 | $1.1M | Hold |
6,930
| – | – | 0.04% | 111 |
|
2018
Q2 | $921K | Sell |
6,930
-1,732
| -20% | -$230K | 0.04% | 108 |
|
2018
Q1 | $1.02M | Buy |
8,662
+6,930
| +400% | +$815K | 0.04% | 94 |
|
2017
Q4 | $213K | Sell |
1,732
-467
| -21% | -$57.4K | 0.01% | 165 |
|
2017
Q3 | $274K | Buy |
+2,199
| New | +$274K | 0.01% | 194 |
|