Next Financial Group’s Gartner IT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-21
Closed -$6K 2914
2021
Q3
$6K Buy
+21
New +$6K ﹤0.01% 2198
2020
Q2
Sell
-84
Closed -$8K 1239
2020
Q1
$8K Sell
84
-830
-91% -$79K ﹤0.01% 1590
2019
Q4
$141K Buy
+914
New +$141K 0.01% 826
2017
Q1
Sell
-100
Closed -$10K 2078
2016
Q4
$10K Hold
100
﹤0.01% 1651
2016
Q3
$9K Buy
+100
New +$9K ﹤0.01% 1694
2014
Q4
Sell
-100
Closed -$7K 2117
2014
Q3
$7K Hold
100
﹤0.01% 1931
2014
Q2
$7K Buy
+100
New +$7K ﹤0.01% 850