Financial Counselors Inc’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-654
| Closed | -$331K | – | 589 |
|
|
2024
Q3 | $331K | Buy |
+654
| New | +$331K | ﹤0.01% | 493 |
|
|
2018
Q1 | – | Sell |
-13,052
| Closed | -$1.61M | – | 496 |
|
|
2017
Q4 | $1.61M | Buy |
13,052
+597
| +5% | +$73.5K | 0.07% | 238 |
|
|
2017
Q3 | $1.55M | Sell |
12,455
-239
| -2% | -$29.7K | 0.08% | 240 |
|
|
2017
Q2 | $1.57M | Buy |
12,694
+314
| +3% | +$38.8K | 0.08% | 236 |
|
|
2017
Q1 | $1.34M | Sell |
12,380
-317
| -2% | -$34.2K | 0.07% | 247 |
|
|
2016
Q4 | $1.28M | Buy |
+12,697
| New | +$1.28M | 0.07% | 247 |
|
|
2016
Q2 | $1.06M | Sell |
10,910
-2,016
| -16% | -$196K | 0.06% | 247 |
|
|
2016
Q1 | $1.16M | Buy |
12,926
+152
| +1% | +$13.6K | 0.07% | 236 |
|
|
2015
Q4 | $1.16M | Buy |
12,774
+2,088
| +20% | +$189K | 0.07% | 241 |
|
|
2015
Q3 | $897K | Buy |
10,686
+5,128
| +92% | +$430K | 0.06% | 254 |
|
|
2015
Q2 | $477K | Buy |
5,558
+1,477
| +36% | +$127K | 0.03% | 321 |
|
|
2015
Q1 | $342K | Sell |
4,081
-3,692
| -47% | -$309K | 0.02% | 365 |
|
|
2014
Q4 | $655K | Buy |
7,773
+452
| +6% | +$38.1K | 0.04% | 293 |
|
|
2014
Q3 | $538K | Sell |
7,321
-890
| -11% | -$65.4K | 0.04% | 319 |
|
|
2014
Q2 | $579K | Buy |
8,211
+829
| +11% | +$58.5K | 0.04% | 306 |
|
|
2014
Q1 | $513K | Sell |
7,382
-6,165
| -46% | -$428K | 0.04% | 314 |
|
|
2013
Q4 | $963K | Sell |
13,547
-1,841
| -12% | -$131K | 0.07% | 252 |
|
|
2013
Q3 | $923K | Buy |
15,388
+2,746
| +22% | +$165K | 0.08% | 237 |
|
|
2013
Q2 | $720K | Buy |
+12,642
| New | +$720K | 0.06% | 244 |
|