Hillsdale Investment Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50
| Closed | -$16.8K | – | 610 |
|
|
2022
Q4 | $16.8K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $14K | Sell |
50
-2,100
| -98% | -$588K | ﹤0.01% | 491 |
|
|
2022
Q2 | $520K | Hold |
2,150
| – | – | 0.04% | 327 |
|
|
2022
Q1 | $640K | Sell |
2,150
-180
| -8% | -$53.6K | 0.04% | 319 |
|
|
2021
Q4 | $779K | Sell |
2,330
-20
| -0.9% | -$6.69K | 0.05% | 294 |
|
|
2021
Q3 | $714K | Sell |
2,350
-100
| -4% | -$30.4K | 0.06% | 313 |
|
|
2021
Q2 | $593K | Buy |
+2,450
| New | +$593K | 0.05% | 349 |
|
|
2017
Q1 | – | Sell |
-15
| Closed | -$2K | – | 509 |
|
|
2016
Q4 | $2K | Sell |
15
-5
| -25% | -$667 | ﹤0.01% | 451 |
|
|
2016
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 469 |
|
|
2016
Q2 | $2K | Sell |
20
-10
| -33% | -$1K | ﹤0.01% | 477 |
|
|
2016
Q1 | $3K | Sell |
30
-140
| -82% | -$14K | ﹤0.01% | 428 |
|
|
2015
Q4 | $15K | Buy |
+170
| New | +$15K | 0.01% | 361 |
|