Kore Private Wealth’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 |
-1,565
| Closed | -$476K | – | 389 |
|
|
2021
Q3 | $476K | Buy |
1,565
+221
| +16% | +$67.2K | 0.05% | 244 |
|
|
2021
Q2 | $326K | Sell |
1,344
-22
| -2% | -$5.34K | 0.04% | 299 |
|
|
2021
Q1 | $249K | Sell |
1,366
-12
| -0.9% | -$2.19K | 0.03% | 307 |
|
|
2020
Q4 | $221K | Buy |
+1,378
| New | +$221K | 0.03% | 297 |
|
|
2020
Q3 | – | Sell |
-324
| Closed | -$39K | – | 672 |
|
|
2020
Q2 | $39K | Buy |
324
+306
| +1,700% | +$36.8K | 0.01% | 513 |
|
|
2020
Q1 | $2K | Sell |
18
-812
| -98% | -$90.2K | ﹤0.01% | 923 |
|
|
2019
Q4 | $128K | Buy |
+830
| New | +$128K | 0.02% | 320 |
|
|
2019
Q2 | – | Sell |
-24
| Closed | -$4K | – | 511 |
|
|
2019
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 798 |
|
|
2018
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 766 |
|