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 |
|