Moody National Bank Trust Division’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-831
| Closed | -$286K | – | 579 |
|
|
2023
Q3 | $286K | Sell |
831
-19
| -2% | -$6.53K | 0.02% | 512 |
|
|
2023
Q2 | $298K | Hold |
850
| – | – | 0.02% | 516 |
|
|
2023
Q1 | $277K | Hold |
850
| – | – | 0.02% | 524 |
|
|
2022
Q4 | $286K | Hold |
850
| – | – | 0.02% | 502 |
|
|
2022
Q3 | $235K | Hold |
850
| – | – | 0.02% | 533 |
|
|
2022
Q2 | $206K | Buy |
+850
| New | +$206K | 0.02% | 491 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$5K | – | 669 |
|
|
2019
Q1 | $5K | Sell |
33
-51
| -61% | -$7.73K | ﹤0.01% | 916 |
|
|
2018
Q4 | $11K | Buy |
+84
| New | +$11K | ﹤0.01% | 598 |
|