Lenox Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4
| Closed | -$1K | – | 877 |
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 856 |
|
2020
Q2 | – | Sell |
-25
| Closed | -$2K | – | 692 |
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 588 |
|
2019
Q2 | – | Sell |
-43
| Closed | -$7K | – | 493 |
|
2019
Q1 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 310 |
|
2018
Q2 | – | Sell |
-19
| Closed | -$2K | – | 596 |
|
2018
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 474 |
|