Lourd Capital’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,652
| Closed | -$211K | – | 206 |
|
|
2018
Q4 | $211K | Hold |
1,652
| – | – | 0.02% | 272 |
|
|
2018
Q3 | $262K | Buy |
+1,652
| New | +$262K | 0.02% | 248 |
|
|
2018
Q1 | – | Sell |
-1,655
| Closed | -$204K | – | 215 |
|
|
2017
Q4 | $204K | Buy |
+1,655
| New | +$204K | 0.01% | 345 |
|