Bradley Foster & Sargent’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,113
| Closed | -$2.02M | – | 340 |
|
|
2019
Q4 | $2.02M | Hold |
13,113
| – | – | 0.06% | 165 |
|
|
2019
Q3 | $1.88M | Buy |
13,113
+2,005
| +18% | +$287K | 0.06% | 163 |
|
|
2019
Q2 | $1.79M | Hold |
11,108
| – | – | 0.06% | 174 |
|
|
2019
Q1 | $1.69M | Buy |
11,108
+1,290
| +13% | +$196K | 0.06% | 180 |
|
|
2018
Q4 | $1.26M | Sell |
9,818
-4,820
| -33% | -$616K | 0.05% | 186 |
|
|
2018
Q3 | $2.32M | Buy |
14,638
+1,055
| +8% | +$167K | 0.08% | 163 |
|
|
2018
Q2 | $1.81M | Buy |
+13,583
| New | +$1.81M | 0.06% | 177 |
|