HMS Capital Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,632
| Closed | -$576K | – | 113 |
|
|
2019
Q3 | $576K | Buy |
3,632
+266
| +8% | +$42.2K | 0.21% | 79 |
|
|
2019
Q2 | $542K | Sell |
3,366
-108
| -3% | -$17.4K | 0.23% | 67 |
|
|
2019
Q1 | $527K | Sell |
3,474
-3,775
| -52% | -$573K | 0.22% | 70 |
|
|
2018
Q4 | $1.04M | Buy |
7,249
+3,617
| +100% | +$518K | 0.52% | 52 |
|
|
2018
Q3 | $576K | Buy |
3,632
+166
| +5% | +$26.3K | 0.29% | 72 |
|
|
2018
Q2 | $461K | Sell |
3,466
-124
| -3% | -$16.5K | 0.26% | 84 |
|
|
2018
Q1 | $422K | Sell |
3,590
-204
| -5% | -$24K | 0.28% | 78 |
|
|
2017
Q4 | $467K | Sell |
3,794
-260
| -6% | -$32K | 0.35% | 73 |
|
|
2017
Q3 | $504K | Sell |
4,054
-300
| -7% | -$37.3K | 0.43% | 71 |
|
|
2017
Q2 | $538K | Hold |
4,354
| – | – | 0.48% | 67 |
|
|
2017
Q1 | $493K | Sell |
4,354
-2,061
| -32% | -$233K | 0.45% | 65 |
|
|
2016
Q4 | $648K | Sell |
6,415
-4,180
| -39% | -$422K | 0.68% | 58 |
|
|
2016
Q3 | $937K | Buy |
+10,595
| New | +$937K | 0.93% | 39 |
|