LA
Lucus Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,114
| Closed | -$373K | – | 316 |
|
|
2015
Q4 | $373K | Sell |
4,114
-1,168
| -22% | -$106K | 0.23% | 200 |
|
|
2015
Q3 | $443K | Sell |
5,282
-610
| -10% | -$51.2K | 0.25% | 149 |
|
|
2015
Q2 | $505K | Sell |
5,892
-498
| -8% | -$42.7K | 0.24% | 118 |
|
|
2015
Q1 | $536K | Buy |
6,390
+901
| +16% | +$75.6K | 0.27% | 81 |
|
|
2014
Q4 | $462K | Buy |
+5,489
| New | +$462K | 0.21% | 187 |
|