Lee Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-65
| Closed | -$18K | – | 966 |
|
|
2022
Q3 | $18K | Hold |
65
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $16K | Hold |
65
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $19K | Hold |
65
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $22K | Sell |
65
-20
| -24% | -$6.77K | ﹤0.01% | 358 |
|
|
2021
Q3 | $26K | Sell |
85
-25
| -23% | -$7.65K | 0.01% | 299 |
|
|
2021
Q2 | $27K | Sell |
110
-5
| -4% | -$1.23K | 0.01% | 286 |
|
|
2021
Q1 | $21K | Buy |
115
+20
| +21% | +$3.65K | 0.01% | 301 |
|
|
2020
Q4 | $15K | Buy |
95
+17
| +22% | +$2.68K | ﹤0.01% | 328 |
|
|
2020
Q3 | $10K | Hold |
78
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $9K | Hold |
78
| – | – | ﹤0.01% | 386 |
|
|
2020
Q1 | $8K | Sell |
78
-33
| -30% | -$3.39K | ﹤0.01% | 328 |
|
|
2019
Q4 | $17K | Sell |
111
-9
| -8% | -$1.38K | ﹤0.01% | 270 |
|
|
2019
Q3 | $17K | Hold |
120
| – | – | ﹤0.01% | 266 |
|
|
2019
Q2 | $19K | Hold |
120
| – | – | ﹤0.01% | 264 |
|
|
2019
Q1 | $18K | Hold |
120
| – | – | ﹤0.01% | 263 |
|
|
2018
Q4 | $15K | Hold |
120
| – | – | ﹤0.01% | 241 |
|
|
2018
Q3 | $19K | Sell |
120
-15
| -11% | -$2.38K | ﹤0.01% | 253 |
|
|
2018
Q2 | $18K | Hold |
135
| – | – | ﹤0.01% | 367 |
|
|
2018
Q1 | $16K | Hold |
135
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $17K | Hold |
135
| – | – | ﹤0.01% | 269 |
|
|
2017
Q3 | $17K | Hold |
135
| – | – | 0.01% | 253 |
|
|
2017
Q2 | $17K | Buy |
135
+15
| +13% | +$1.89K | 0.01% | 258 |
|
|
2017
Q1 | $13K | Sell |
120
-5
| -4% | -$542 | 0.01% | 243 |
|
|
2016
Q4 | $13K | Buy |
+125
| New | +$13K | 0.01% | 256 |
|