Jacobi Capital Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-98
| Closed | -$30K | – | 848 |
|
|
2021
Q3 | $30K | Buy |
98
+83
| +553% | +$25.4K | ﹤0.01% | 772 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 1204 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1049 |
|