NewFocus Financial Group’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $201K | Buy |
+1,253
| New | +$201K | 0.06% | 117 |
|
|
2019
Q3 | – | Sell |
-1,253
| Closed | -$202K | – | 102 |
|
|
2019
Q2 | $202K | Buy |
+1,253
| New | +$202K | 0.09% | 93 |
|
|
2016
Q1 | – | Sell |
-1,253
| Closed | -$114K | – | 61 |
|
|
2015
Q4 | $114K | Hold |
1,253
| – | – | 0.08% | 65 |
|
|
2015
Q3 | $105K | Hold |
1,253
| – | – | 0.08% | 59 |
|
|
2015
Q2 | $107K | Hold |
1,253
| – | – | 0.07% | 56 |
|
|
2015
Q1 | $105K | Hold |
1,253
| – | – | 0.07% | 56 |
|
|
2014
Q4 | $106K | Buy |
+1,253
| New | +$106K | 0.07% | 58 |
|