Evolution Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-125
| Closed | -$23K | – | 650 |
|
|
2021
Q1 | $23K | Buy |
+125
| New | +$23K | 0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-224
| Closed | -$35K | – | 485 |
|
|
2019
Q4 | $35K | Buy |
224
+210
| +1,500% | +$32.8K | 0.01% | 180 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 417 |
|