Archford Capital Strategies’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-46
| Closed | -$6K | – | 595 |
|
|
2018
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 369 |
|
|
2017
Q2 | – | Sell |
-41
| Closed | -$4K | – | 398 |
|
|
2017
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 497 |
|
|
2016
Q4 | $4K | Hold |
41
| – | – | ﹤0.01% | 427 |
|
|
2016
Q3 | $3K | Sell |
41
-41
| -50% | -$3K | ﹤0.01% | 470 |
|
|
2016
Q2 | $8K | Buy |
+82
| New | +$8K | ﹤0.01% | 409 |
|
|
2016
Q1 | – | Sell |
-82
| Closed | -$8K | – | 378 |
|
|
2015
Q4 | $8K | Hold |
82
| – | – | ﹤0.01% | 480 |
|
|
2015
Q3 | $6K | Buy |
82
+41
| +100% | +$3K | ﹤0.01% | 407 |
|
|
2015
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 390 |
|
|
2015
Q1 | $3.44K | Hold |
41
| – | – | ﹤0.01% | 423 |
|
|
2014
Q4 | $3K | Sell |
41
-9
| -18% | -$659 | ﹤0.01% | 443 |
|
|
2014
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
|
2014
Q2 | $3.53K | Buy |
+50
| New | +$3.53K | ﹤0.01% | 555 |
|