American Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-909
| Closed | -$318K | – | 355 |
|
|
2023
Q2 | $318K | Sell |
909
-31
| -3% | -$10.9K | 0.02% | 290 |
|
|
2023
Q1 | $306K | Sell |
940
-1,380
| -59% | -$450K | 0.02% | 300 |
|
|
2022
Q4 | $780K | Buy |
2,320
+850
| +58% | +$286K | 0.07% | 153 |
|
|
2022
Q3 | $407K | Sell |
1,470
-80
| -5% | -$22.2K | 0.03% | 238 |
|
|
2022
Q2 | $375K | Buy |
1,550
+630
| +68% | +$152K | 0.03% | 270 |
|
|
2022
Q1 | $274K | Buy |
+920
| New | +$274K | 0.02% | 370 |
|