OAM
Optimal Asset Management’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $609K | Hold |
2,003
| – | – | 0.08% | 287 |
|
|
2021
Q2 | $485K | Hold |
2,003
| – | – | 0.06% | 314 |
|
|
2021
Q1 | $366K | Sell |
2,003
-100
| -5% | -$18.3K | 0.05% | 324 |
|
|
2020
Q4 | $337K | Hold |
2,103
| – | – | 0.05% | 378 |
|
|
2020
Q3 | $263K | Buy |
+2,103
| New | +$263K | 0.04% | 386 |
|