Berman Capital Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $86K | Buy |
285
+38
| +15% | +$11.5K | 0.01% | 485 |
|
|
2021
Q2 | $59K | Buy |
247
+23
| +10% | +$5.49K | 0.01% | 523 |
|
|
2021
Q1 | $40K | Buy |
224
+139
| +164% | +$24.8K | 0.01% | 562 |
|
|
2020
Q4 | $13K | Buy |
85
+8
| +10% | +$1.22K | ﹤0.01% | 818 |
|
|
2020
Q3 | $9K | Sell |
77
-3
| -4% | -$351 | ﹤0.01% | 836 |
|
|
2020
Q2 | $9K | Buy |
+80
| New | +$9K | ﹤0.01% | 797 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1567 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1219 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1010 |
|