First Personal Financial Services’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $507 | Buy |
+1
| New | +$507 | ﹤0.01% | 395 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 413 |
|
|
2019
Q4 | $0 | Sell |
3
-292
| -99% | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $42K | Hold |
295
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $47K | Buy |
295
+3
| +1% | +$478 | 0.01% | 291 |
|
|
2019
Q1 | $44K | Hold |
292
| – | – | 0.01% | 294 |
|
|
2018
Q4 | $37K | Hold |
292
| – | – | 0.01% | 300 |
|
|
2018
Q3 | $46K | Buy |
292
+77
| +36% | +$12.1K | 0.01% | 300 |
|
|
2018
Q2 | $29K | Buy |
215
+58
| +37% | +$7.82K | 0.01% | 346 |
|
|
2018
Q1 | $18K | Buy |
157
+35
| +29% | +$4.01K | ﹤0.01% | 651 |
|
|
2017
Q4 | $15K | Buy |
+122
| New | +$15K | ﹤0.01% | 702 |
|
|
2015
Q2 | – | Sell |
-41
| Closed | -$4K | – | 506 |
|
|
2015
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 348 |
|
|
2014
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 334 |
|