Benjamin F. Edwards & Company’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $87K | Sell |
194
-3
| -2% | -$1.35K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $93K | Hold |
197
| – | – | ﹤0.01% | 1120 |
|
|
2023
Q4 | $88K | Buy |
197
+43
| +28% | +$19.2K | ﹤0.01% | 1107 |
|
|
2023
Q3 | $53K | Sell |
154
-16
| -9% | -$5.51K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $60K | Hold |
170
| – | – | ﹤0.01% | 1042 |
|
|
2023
Q1 | $55K | Hold |
170
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q4 | $57K | Hold |
170
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q3 | $47K | Hold |
170
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | $41K | Buy |
170
+50
| +42% | +$12.1K | ﹤0.01% | 1086 |
|
|
2022
Q1 | $36K | Sell |
120
-35
| -23% | -$10.5K | ﹤0.01% | 1107 |
|
|
2021
Q4 | $52K | Sell |
155
-3,273
| -95% | -$1.1M | ﹤0.01% | 1044 |
|
|
2021
Q3 | $1.04M | Buy |
3,428
+3,315
| +2,934% | +$1.01M | 0.05% | 326 |
|
|
2021
Q2 | $27K | Sell |
113
-9
| -7% | -$2.15K | ﹤0.01% | 1160 |
|
|
2021
Q1 | $22K | Hold |
122
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q4 | $20K | Sell |
122
-91
| -43% | -$14.9K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $27K | Sell |
213
-37
| -15% | -$4.69K | ﹤0.01% | 1046 |
|
|
2020
Q2 | $30K | Sell |
250
-1,450
| -85% | -$174K | ﹤0.01% | 996 |
|
|
2020
Q1 | $169K | Hold |
1,700
| – | – | 0.01% | 550 |
|
|
2019
Q4 | $262K | Hold |
1,700
| – | – | 0.02% | 536 |
|
|
2019
Q3 | $243K | Buy |
1,700
+500
| +42% | +$71.5K | 0.02% | 519 |
|
|
2019
Q2 | $193K | Hold |
1,200
| – | – | 0.02% | 534 |
|
|
2019
Q1 | $182K | Hold |
1,200
| – | – | 0.02% | 523 |
|
|
2018
Q4 | $153K | Sell |
1,200
-7
| -0.6% | -$893 | 0.02% | 543 |
|
|
2018
Q3 | $191K | Buy |
1,207
+7
| +0.6% | +$1.11K | 0.02% | 538 |
|
|
2018
Q2 | $159K | Buy |
1,200
+100
| +9% | +$13.3K | 0.02% | 563 |
|
|
2018
Q1 | $129K | Buy |
1,100
+100
| +10% | +$11.7K | 0.01% | 613 |
|
|
2017
Q4 | $123K | Hold |
1,000
| – | – | 0.01% | 600 |
|
|
2017
Q3 | $124K | Hold |
1,000
| – | – | 0.01% | 560 |
|
|
2017
Q2 | $124K | Buy |
+1,000
| New | +$124K | 0.02% | 525 |
|