Assured 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 |
-2,622
| Closed | -$335K | – | 1219 |
|
|
2018
Q4 | $335K | Buy |
+2,622
| New | +$335K | 0.01% | 759 |
|
|
2017
Q2 | – | Sell |
-5,025
| Closed | -$543K | – | 612 |
|
|
2017
Q1 | $543K | Sell |
5,025
-3,965
| -44% | -$428K | 0.01% | 371 |
|
|
2016
Q4 | $909K | Sell |
8,990
-9,267
| -51% | -$937K | 0.02% | 294 |
|
|
2016
Q3 | $1.62M | Buy |
18,257
+11,594
| +174% | +$1.03M | 0.04% | 177 |
|
|
2016
Q2 | $649K | Buy |
+6,663
| New | +$649K | 0.02% | 330 |
|
|
2015
Q4 | – | Sell |
-7,279
| Closed | -$611K | – | 632 |
|
|
2015
Q3 | $611K | Buy |
7,279
+6,171
| +557% | +$518K | 0.01% | 294 |
|
|
2015
Q2 | $95K | Sell |
1,108
-270
| -20% | -$23.2K | ﹤0.01% | 538 |
|
|
2015
Q1 | $116K | Buy |
+1,378
| New | +$116K | ﹤0.01% | 447 |
|