Santa Fe Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,471
| Closed | -$812K | – | 519 |
|
|
2015
Q2 | $812K | Buy |
+9,471
| New | +$812K | 0.11% | 313 |
|
|
2015
Q1 | – | Sell |
-2,961
| Closed | -$249K | – | 545 |
|
|
2014
Q4 | $249K | Sell |
2,961
-4,543
| -61% | -$382K | 0.03% | 448 |
|
|
2014
Q3 | $551K | Sell |
7,504
-5,964
| -44% | -$438K | 0.09% | 369 |
|
|
2014
Q2 | $951K | Buy |
+13,468
| New | +$951K | 0.14% | 277 |
|
|
2014
Q1 | – | Sell |
-3,453
| Closed | -$245K | – | 519 |
|
|
2013
Q4 | $245K | Sell |
3,453
-24,459
| -88% | -$1.74M | 0.04% | 429 |
|
|
2013
Q3 | $1.67M | Buy |
+27,912
| New | +$1.67M | 0.32% | 132 |
|