Confluence Investment Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,565
| Closed | -$1.01M | – | 319 |
|
|
2018
Q2 | $1.01M | Sell |
7,565
-165
| -2% | -$21.9K | 0.02% | 217 |
|
|
2018
Q1 | $910K | Sell |
7,730
-1,407
| -15% | -$166K | 0.02% | 190 |
|
|
2017
Q4 | $1.13M | Sell |
9,137
-243
| -3% | -$29.9K | 0.02% | 186 |
|
|
2017
Q3 | $1.17M | Sell |
9,380
-484
| -5% | -$60.2K | 0.02% | 186 |
|
|
2017
Q2 | $1.22M | Buy |
+9,864
| New | +$1.22M | 0.02% | 186 |
|