ProVise Management Group’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-4,847
Closed -$344K 306
2013
Q4
$344K Buy
4,847
+410
+9% +$29.1K 0.09% 218
2013
Q3
$266K Sell
4,437
-109
-2% -$6.54K 0.08% 255
2013
Q2
$259K Buy
+4,546
New +$259K 0.08% 260