Financial Architects (New Jersey)’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-692
| Closed | -$231K | – | 348 |
|
|
2021
Q4 | $231K | Sell |
692
-419
| -38% | -$140K | 0.03% | 309 |
|
|
2021
Q3 | $338K | Buy |
+1,111
| New | +$338K | 0.05% | 247 |
|
|
2020
Q3 | – | Sell |
-36
| Closed | -$4K | – | 504 |
|
|
2020
Q2 | $4K | Buy |
36
+16
| +80% | +$1.78K | ﹤0.01% | 750 |
|
|
2020
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 781 |
|
|
2019
Q2 | – | Sell |
-80
| Closed | -$12K | – | 1197 |
|
|
2019
Q1 | $12K | Sell |
80
-10
| -11% | -$1.5K | ﹤0.01% | 931 |
|
|
2018
Q4 | $12K | Sell |
90
-25
| -22% | -$3.33K | ﹤0.01% | 848 |
|
|
2018
Q3 | $18K | Hold |
115
| – | – | ﹤0.01% | 821 |
|
|
2018
Q2 | $15K | Hold |
115
| – | – | ﹤0.01% | 885 |
|
|
2018
Q1 | $14K | Buy |
115
+25
| +28% | +$3.04K | ﹤0.01% | 860 |
|
|
2017
Q4 | $11K | Sell |
90
-34
| -27% | -$4.16K | ﹤0.01% | 995 |
|
|
2017
Q3 | $15K | Hold |
124
| – | – | ﹤0.01% | 926 |
|
|
2017
Q2 | $15K | Hold |
124
| – | – | ﹤0.01% | 934 |
|
|
2017
Q1 | $13K | Hold |
124
| – | – | ﹤0.01% | 966 |
|
|
2016
Q4 | $13K | Hold |
124
| – | – | ﹤0.01% | 935 |
|
|
2016
Q3 | $11K | Hold |
124
| – | – | ﹤0.01% | 960 |
|
|
2016
Q2 | $12K | Hold |
124
| – | – | ﹤0.01% | 911 |
|
|
2016
Q1 | $11K | Buy |
+124
| New | +$11K | ﹤0.01% | 712 |
|
|
2015
Q3 | – | Sell |
-34
| Closed | -$3K | – | 539 |
|
|
2015
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1013 |
|