Aperio Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $4.71M | Sell |
29,374
-1,024
| -3% | -$164K | 0.01% | 858 |
|
2020
Q3 | $3.8M | Buy |
30,398
+1,386
| +5% | +$173K | 0.01% | 830 |
|
2020
Q2 | $3.52M | Buy |
29,012
+4,340
| +18% | +$527K | 0.01% | 867 |
|
2020
Q1 | $2.46M | Sell |
24,672
-3,945
| -14% | -$393K | 0.01% | 938 |
|
2019
Q4 | $4.41M | Buy |
28,617
+5,120
| +22% | +$789K | 0.02% | 782 |
|
2019
Q3 | $3.36M | Buy |
23,497
+4,815
| +26% | +$689K | 0.01% | 852 |
|
2019
Q2 | $3.01M | Buy |
18,682
+741
| +4% | +$119K | 0.01% | 896 |
|
2019
Q1 | $2.72M | Sell |
17,941
-3,016
| -14% | -$457K | 0.01% | 923 |
|
2018
Q4 | $2.68M | Buy |
20,957
+863
| +4% | +$110K | 0.01% | 869 |
|
2018
Q3 | $3.19M | Buy |
20,094
+862
| +4% | +$137K | 0.01% | 837 |
|
2018
Q2 | $2.56M | Sell |
19,232
-672
| -3% | -$89.3K | 0.01% | 912 |
|
2018
Q1 | $2.34M | Sell |
19,904
-172
| -0.9% | -$20.2K | 0.01% | 931 |
|
2017
Q4 | $2.47M | Buy |
20,076
+188
| +0.9% | +$23.1K | 0.01% | 915 |
|
2017
Q3 | $2.47M | Sell |
19,888
-1,947
| -9% | -$242K | 0.01% | 856 |
|
2017
Q2 | $2.7M | Buy |
21,835
+7,460
| +52% | +$921K | 0.02% | 795 |
|
2017
Q1 | $1.55M | Buy |
14,375
+817
| +6% | +$88.2K | 0.01% | 958 |
|
2016
Q4 | $1.37M | Sell |
13,558
-342
| -2% | -$34.6K | 0.01% | 971 |
|
2016
Q3 | $1.23M | Buy |
13,900
+485
| +4% | +$42.9K | 0.01% | 1008 |
|
2016
Q2 | $1.31M | Sell |
13,415
-1,033
| -7% | -$101K | 0.01% | 958 |
|
2016
Q1 | $1.29M | Buy |
14,448
+792
| +6% | +$70.8K | 0.01% | 939 |
|
2015
Q4 | $1.24M | Buy |
13,656
+2,080
| +18% | +$189K | 0.01% | 921 |
|
2015
Q3 | $972K | Buy |
11,576
+2,741
| +31% | +$230K | 0.01% | 991 |
|
2015
Q2 | $758K | Buy |
8,835
+1,488
| +20% | +$128K | 0.01% | 1110 |
|
2015
Q1 | $616K | Buy |
7,347
+305
| +4% | +$25.6K | 0.01% | 1163 |
|
2014
Q4 | $593K | Buy |
7,042
+1,344
| +24% | +$113K | 0.01% | 1140 |
|
2014
Q3 | $419K | Buy |
5,698
+1,605
| +39% | +$118K | 0.01% | 1221 |
|
2014
Q2 | $289K | Buy |
4,093
+293
| +8% | +$20.7K | ﹤0.01% | 1415 |
|
2014
Q1 | $264K | Buy |
+3,800
| New | +$264K | ﹤0.01% | 1711 |
|
2013
Q4 | – | Hold |
0
| – | – | – | 1717 |
|