Segall Bryant & Hamill’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,152
| Closed | -$375K | – | 718 |
|
|
2023
Q1 | $375K | Hold |
1,152
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $387K | Hold |
1,152
| – | – | ﹤0.01% | 610 |
|
|
2022
Q3 | $318K | Hold |
1,152
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $278K | Hold |
1,152
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $343K | Hold |
1,152
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $385K | Hold |
1,152
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $350K | Hold |
1,152
| – | – | ﹤0.01% | 673 |
|
|
2021
Q2 | $279K | Sell |
1,152
-800
| -41% | -$194K | ﹤0.01% | 697 |
|
|
2021
Q1 | $357K | Hold |
1,952
| – | – | ﹤0.01% | 698 |
|
|
2020
Q4 | $313K | Sell |
1,952
-155
| -7% | -$24.9K | ﹤0.01% | 646 |
|
|
2020
Q3 | $262K | Sell |
2,107
-25
| -1% | -$3.11K | ﹤0.01% | 644 |
|
|
2020
Q2 | $259K | Hold |
2,132
| – | – | ﹤0.01% | 710 |
|
|
2020
Q1 | $213K | Hold |
2,132
| – | – | ﹤0.01% | 732 |
|
|
2019
Q4 | $328K | Sell |
2,132
-185
| -8% | -$28.5K | 0.01% | 721 |
|
|
2019
Q3 | $331K | Hold |
2,317
| – | – | 0.01% | 719 |
|
|
2019
Q2 | $373K | Hold |
2,317
| – | – | 0.01% | 710 |
|
|
2019
Q1 | $352K | Sell |
2,317
-6
| -0.3% | -$912 | 0.01% | 710 |
|
|
2018
Q4 | $297K | Buy |
2,323
+191
| +9% | +$24.4K | 0.01% | 735 |
|
|
2018
Q3 | $338K | Hold |
2,132
| – | – | 0.01% | 749 |
|
|
2018
Q2 | $283K | Buy |
+2,132
| New | +$283K | ﹤0.01% | 766 |
|