MCIA
Mountain Capital Investment Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,020
| Closed | -$1.33M | – | 76 |
|
|
2022
Q4 | $1.33M | Buy |
4,020
+438
| +12% | +$145K | 0.61% | 50 |
|
|
2022
Q3 | $1.03M | Sell |
3,582
-416
| -10% | -$119K | 0.54% | 63 |
|
|
2022
Q2 | $980K | Sell |
3,998
-284
| -7% | -$69.6K | 0.49% | 56 |
|
|
2022
Q1 | $1.24M | Sell |
4,282
-708
| -14% | -$205K | 0.58% | 57 |
|
|
2021
Q4 | $1.49M | Buy |
4,990
+1,182
| +31% | +$352K | 0.67% | 51 |
|
|
2021
Q3 | $1.16M | Sell |
3,808
-1
| -0% | -$304 | 0.61% | 61 |
|
|
2021
Q2 | $968K | Sell |
3,809
-652
| -15% | -$166K | 0.45% | 73 |
|
|
2021
Q1 | $843K | Sell |
4,461
-1,025
| -19% | -$194K | 0.42% | 91 |
|
|
2020
Q4 | $917K | Sell |
5,486
-1,595
| -23% | -$267K | 0.55% | 59 |
|
|
2020
Q3 | $898K | Buy |
+7,081
| New | +$898K | 0.58% | 64 |
|