Realta Investment Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,803
| Closed | -$219K | – | 347 |
|
|
2020
Q2 | $219K | Sell |
1,803
-1,883
| -51% | -$229K | 0.07% | 301 |
|
|
2020
Q1 | $367K | Sell |
3,686
-883
| -19% | -$87.9K | 0.16% | 175 |
|
|
2019
Q4 | $734K | Buy |
4,569
+73
| +2% | +$11.7K | 0.2% | 124 |
|
|
2019
Q3 | $637K | Buy |
4,496
+110
| +3% | +$15.6K | 0.17% | 134 |
|
|
2019
Q2 | $705K | Buy |
4,386
+200
| +5% | +$32.1K | 0.2% | 124 |
|
|
2019
Q1 | $635K | Buy |
+4,186
| New | +$635K | 0.29% | 107 |
|