Gideon Capital Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,877
| Closed | -$249K | – | 414 |
|
|
2018
Q2 | $249K | Sell |
1,877
-1,620
| -46% | -$215K | 0.12% | 295 |
|
|
2018
Q1 | $411K | Buy |
+3,497
| New | +$411K | 0.25% | 152 |
|
|
2015
Q3 | – | Sell |
-4,073
| Closed | -$349K | – | 272 |
|
|
2015
Q2 | $349K | Buy |
+4,073
| New | +$349K | 0.14% | 180 |
|