Noesis Capital Mangement’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,640
| Closed | -$218K | – | 93 |
|
|
2018
Q2 | $218K | Sell |
1,640
-69
| -4% | -$9.17K | 0.08% | 91 |
|
|
2018
Q1 | $201K | Hold |
1,709
| – | – | 0.07% | 95 |
|
|
2017
Q4 | $210K | Hold |
1,709
| – | – | 0.08% | 103 |
|
|
2017
Q3 | $213K | Buy |
1,709
+69
| +4% | +$8.6K | 0.08% | 96 |
|
|
2017
Q2 | $203K | Buy |
+1,640
| New | +$203K | 0.08% | 99 |
|
|
2015
Q3 | – | Sell |
-10,054
| Closed | -$862K | – | 94 |
|
|
2015
Q2 | $862K | Buy |
10,054
+60
| +0.6% | +$5.14K | 0.37% | 53 |
|
|
2015
Q1 | $838K | Sell |
9,994
-352
| -3% | -$29.5K | 0.35% | 60 |
|
|
2014
Q4 | $871K | Sell |
10,346
-848
| -8% | -$71.4K | 0.37% | 58 |
|
|
2014
Q3 | $822K | Sell |
11,194
-4,646
| -29% | -$341K | 0.36% | 59 |
|
|
2014
Q2 | $1.12M | Buy |
15,840
+138
| +0.9% | +$9.73K | 0.5% | 47 |
|
|
2014
Q1 | $1.09M | Sell |
15,702
-2,385
| -13% | -$166K | 0.54% | 50 |
|
|
2013
Q4 | $1.29M | Sell |
18,087
-5,638
| -24% | -$401K | 0.63% | 40 |
|
|
2013
Q3 | $1.42M | Sell |
23,725
-1,150
| -5% | -$69K | 0.75% | 39 |
|
|
2013
Q2 | $1.42M | Buy |
+24,875
| New | +$1.42M | 0.76% | 38 |
|