Carroll Financial Associates’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $17K | Sell |
53
-41
| -44% | -$13.2K | ﹤0.01% | 1015 |
|
|
2021
Q3 | $28K | Buy |
94
+28
| +42% | +$8.34K | ﹤0.01% | 901 |
|
|
2021
Q2 | $15K | Sell |
66
-48
| -42% | -$10.9K | ﹤0.01% | 1165 |
|
|
2021
Q1 | $20K | Buy |
114
+4
| +4% | +$702 | ﹤0.01% | 1020 |
|
|
2020
Q4 | $17K | Sell |
110
-7
| -6% | -$1.08K | ﹤0.01% | 966 |
|
|
2020
Q3 | $14K | Hold |
117
| – | – | ﹤0.01% | 957 |
|
|
2020
Q2 | $14K | Sell |
117
-6
| -5% | -$718 | ﹤0.01% | 944 |
|
|
2020
Q1 | $12K | Buy |
123
+11
| +10% | +$1.07K | ﹤0.01% | 893 |
|
|
2019
Q4 | $17K | Hold |
112
| – | – | ﹤0.01% | 911 |
|
|
2019
Q3 | $16K | Sell |
112
-97
| -46% | -$13.9K | ﹤0.01% | 881 |
|
|
2019
Q2 | $33K | Buy |
209
+14
| +7% | +$2.21K | ﹤0.01% | 700 |
|
|
2019
Q1 | $29K | Hold |
195
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $24K | Hold |
195
| – | – | ﹤0.01% | 627 |
|
|
2018
Q3 | $30K | Hold |
195
| – | – | ﹤0.01% | 607 |
|
|
2018
Q2 | $25K | Buy |
195
+119
| +157% | +$15.3K | ﹤0.01% | 620 |
|
|
2018
Q1 | $8K | Buy |
76
+16
| +27% | +$1.68K | ﹤0.01% | 885 |
|
|
2017
Q4 | $7K | Buy |
60
+48
| +400% | +$5.6K | ﹤0.01% | 924 |
|
|
2017
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1147 |
|