Howe & Rusling’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-15
Closed -$2K 874
2018
Q1
$2K Hold
15
﹤0.01% 778
2017
Q4
$2K Hold
15
﹤0.01% 717
2017
Q3
$2K Hold
15
﹤0.01% 757
2017
Q2
$2K Hold
15
﹤0.01% 816
2017
Q1
$2K Hold
15
﹤0.01% 844
2016
Q4
$2K Hold
15
﹤0.01% 867
2016
Q3
$1K Hold
15
﹤0.01% 960
2016
Q2
$1K Hold
15
﹤0.01% 901
2016
Q1
$1K Hold
15
﹤0.01% 940
2015
Q4
$1K Hold
15
﹤0.01% 911
2015
Q3
$1K Hold
15
﹤0.01% 922
2015
Q2
$1K Sell
15
-18
-55% -$1.2K ﹤0.01% 959
2015
Q1
$3K Buy
33
+18
+120% +$1.64K ﹤0.01% 708
2014
Q4
$1K Hold
15
﹤0.01% 852
2014
Q3
$1K Hold
15
﹤0.01% 835
2014
Q2
$1K Hold
15
﹤0.01% 763
2014
Q1
$1K Hold
15
﹤0.01% 810
2013
Q4
$1K Buy
+15
New +$1K ﹤0.01% 746