Fieldpoint Private Securities’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $107K | Sell |
444
-280
| -39% | -$67.5K | 0.03% | 350 |
|
2022
Q1 | $215K | Buy |
724
+42
| +6% | +$12.5K | 0.04% | 300 |
|
2021
Q4 | $228K | Buy |
682
+60
| +10% | +$20.1K | 0.04% | 297 |
|
2021
Q3 | $189K | Sell |
622
-62
| -9% | -$18.8K | 0.04% | 318 |
|
2021
Q2 | $199K | Sell |
684
-206
| -23% | -$59.9K | 0.04% | 300 |
|
2021
Q1 | $162K | Sell |
890
-556
| -38% | -$101K | 0.04% | 315 |
|
2020
Q4 | $232K | Buy |
+1,446
| New | +$232K | 0.05% | 267 |
|
2020
Q1 | – | Sell |
-1,214
| Closed | -$187K | – | 400 |
|
2019
Q4 | $187K | Buy |
1,214
+397
| +49% | +$61.2K | 0.05% | 268 |
|
2019
Q3 | $117K | Sell |
817
-378
| -32% | -$54.1K | 0.04% | 263 |
|
2019
Q2 | $192K | Buy |
+1,195
| New | +$192K | 0.06% | 232 |
|
2017
Q4 | – | Sell |
-1,490
| Closed | -$185K | – | 479 |
|
2017
Q3 | $185K | Buy |
+1,490
| New | +$185K | 0.08% | 200 |
|