FineMark National Bank & Trust’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-308
| Closed | -$31K | – | 681 |
|
|
2016
Q4 | $31K | Sell |
308
-85
| -22% | -$8.56K | ﹤0.01% | 725 |
|
|
2016
Q3 | $35K | Hold |
393
| – | – | ﹤0.01% | 691 |
|
|
2016
Q2 | $38K | Sell |
393
-409
| -51% | -$39.5K | ﹤0.01% | 667 |
|
|
2016
Q1 | $72K | Sell |
802
-15
| -2% | -$1.35K | 0.01% | 493 |
|
|
2015
Q4 | $74K | Hold |
817
| – | – | 0.01% | 500 |
|
|
2015
Q3 | $68K | Sell |
817
-349
| -30% | -$29K | 0.01% | 541 |
|
|
2015
Q2 | $100K | Sell |
1,166
-187
| -14% | -$16K | 0.01% | 489 |
|
|
2015
Q1 | $113K | Sell |
1,353
-337
| -20% | -$28.1K | 0.02% | 456 |
|
|
2014
Q4 | $142K | Sell |
1,690
-30
| -2% | -$2.52K | 0.02% | 416 |
|
|
2014
Q3 | $126K | Buy |
1,720
+161
| +10% | +$11.8K | 0.02% | 420 |
|
|
2014
Q2 | $110K | Hold |
1,559
| – | – | 0.02% | 446 |
|
|
2014
Q1 | $108K | Buy |
1,559
+118
| +8% | +$8.17K | 0.02% | 436 |
|
|
2013
Q4 | $103K | Hold |
1,441
| – | – | 0.02% | 430 |
|
|
2013
Q3 | $86K | Sell |
1,441
-90
| -6% | -$5.37K | 0.02% | 462 |
|
|
2013
Q2 | $88K | Buy |
+1,531
| New | +$88K | 0.03% | 421 |
|