Evelyn V. Moreno’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,800
Closed -$225K 63
2020
Q3
$225K Hold
1,800
0.06% 67
2020
Q2
$218K Buy
+1,800
New +$218K 0.06% 65
2020
Q1
Sell
-1,800
Closed -$277K 66
2019
Q4
$277K Sell
1,800
-700
-28% -$108K 0.07% 61
2019
Q3
$357K Buy
+2,500
New +$357K 0.1% 59
2019
Q2
Sell
-2,500
Closed -$379K 62
2019
Q1
$379K Hold
2,500
0.11% 59
2018
Q4
$320K Hold
2,500
0.11% 60
2018
Q3
$396K Sell
2,500
-500
-17% -$79.2K 0.11% 58
2018
Q2
$399K Hold
3,000
0.12% 57
2018
Q1
$353K Sell
3,000
-700
-19% -$82.4K 0.11% 57
2017
Q4
$456K Hold
3,700
0.14% 55
2017
Q3
$460K Hold
3,700
0.14% 56
2017
Q2
$457K Hold
3,700
0.14% 57
2017
Q1
$400K Hold
3,700
0.12% 60
2016
Q4
$374K Hold
3,700
0.13% 59
2016
Q3
$327K Hold
3,700
0.12% 63
2016
Q2
$360K Hold
3,700
0.14% 59
2016
Q1
$331K Hold
3,700
0.13% 63
2015
Q4
$336K Hold
3,700
0.14% 59
2015
Q3
$311K Hold
3,700
0.13% 64
2015
Q2
$317K Hold
3,700
0.13% 65
2015
Q1
$310K Hold
3,700
0.12% 66
2014
Q4
$312K Hold
3,700
0.11% 68
2014
Q3
$272K Hold
3,700
0.1% 69
2014
Q2
$261K Hold
3,700
0.1% 74
2014
Q1
$257K Hold
3,700
0.1% 74
2013
Q4
$263K Buy
+3,700
New +$263K 0.11% 71