GIA
GHP Investment Advisors’s Gartner IT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-10,829
| Closed | -$1.34M | – | 304 |
|
2017
Q2 | $1.34M | Sell |
10,829
-325
| -3% | -$40.1K | 0.21% | 137 |
|
2017
Q1 | $1.21M | Sell |
11,154
-40
| -0.4% | -$4.32K | 0.21% | 141 |
|
2016
Q4 | $1.13M | Buy |
11,194
+660
| +6% | +$66.7K | 0.21% | 137 |
|
2016
Q3 | $932K | Hold |
10,534
| – | – | 0.19% | 147 |
|
2016
Q2 | $1.03M | Sell |
10,534
-1,000
| -9% | -$97.4K | 0.22% | 131 |
|
2016
Q1 | $1.03M | Hold |
11,534
| – | – | 0.23% | 122 |
|
2015
Q4 | $1.05M | Buy |
11,534
+335
| +3% | +$30.4K | 0.25% | 112 |
|
2015
Q3 | $940K | Hold |
11,199
| – | – | 0.24% | 115 |
|
2015
Q2 | $966K | Hold |
11,199
| – | – | 0.24% | 120 |
|
2015
Q1 | $939K | Hold |
11,199
| – | – | 0.25% | 120 |
|
2014
Q4 | $943K | Hold |
11,199
| – | – | 0.26% | 108 |
|
2014
Q3 | $823K | Hold |
11,199
| – | – | 0.24% | 108 |
|
2014
Q2 | $790K | Buy |
11,199
+190
| +2% | +$13.4K | 0.23% | 113 |
|
2014
Q1 | $764K | Hold |
11,009
| – | – | 0.24% | 110 |
|
2013
Q4 | $782K | Hold |
11,009
| – | – | 0.26% | 107 |
|
2013
Q3 | $661K | Hold |
11,009
| – | – | 0.24% | 109 |
|
2013
Q2 | $627K | Buy |
+11,009
| New | +$627K | 0.25% | 103 |
|