Balentine LLC’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-40
| Closed | -$5K | – | 511 |
|
|
2020
Q2 | $5K | Buy |
40
+28
| +233% | +$3.5K | ﹤0.01% | 724 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 623 |
|
|
2019
Q3 | – | Sell |
-18
| Closed | -$3K | – | 775 |
|
|
2019
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 589 |
|
|
2018
Q1 | – | Sell |
-91
| Closed | -$11K | – | 282 |
|
|
2017
Q4 | $11K | Hold |
91
| – | – | ﹤0.01% | 457 |
|
|
2017
Q3 | $11K | Hold |
91
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $11K | Buy |
91
+9
| +11% | +$1.09K | ﹤0.01% | 434 |
|
|
2017
Q1 | $9K | Buy |
+82
| New | +$9K | ﹤0.01% | 426 |
|