Reilly Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-175
| Closed | -$27K | – | 913 |
|
|
2019
Q4 | $27K | Hold |
175
| – | – | ﹤0.01% | 439 |
|
|
2019
Q3 | $25K | Hold |
175
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $28K | Hold |
175
| – | – | ﹤0.01% | 465 |
|
|
2019
Q1 | $27K | Hold |
175
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $22K | Hold |
175
| – | – | ﹤0.01% | 464 |
|
|
2018
Q3 | $28K | Hold |
175
| – | – | ﹤0.01% | 476 |
|
|
2018
Q2 | $23K | Hold |
175
| – | – | ﹤0.01% | 461 |
|
|
2018
Q1 | $21K | Buy |
+175
| New | +$21K | ﹤0.01% | 483 |
|
|
2014
Q1 | – | Sell |
-57
| Closed | -$4K | – | 825 |
|
|
2013
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 710 |
|