Squar Milner Financial Services’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 |
-3,189
| Closed | -$387K | – | 88 |
|
|
2020
Q2 | $387K | Buy |
3,189
+857
| +37% | +$104K | 0.22% | 124 |
|
|
2020
Q1 | $232K | Buy |
2,332
+686
| +42% | +$68.2K | 0.14% | 144 |
|
|
2019
Q4 | $253K | Sell |
1,646
-1,644
| -50% | -$253K | 0.13% | 165 |
|
|
2019
Q3 | $411K | Buy |
3,290
+3,143
| +2,138% | +$393K | 0.21% | 124 |
|
|
2019
Q2 | $24K | Buy |
147
+94
| +177% | +$15.3K | 0.02% | 438 |
|
|
2019
Q1 | $8K | Buy |
+53
| New | +$8K | 0.01% | 566 |
|
|
2018
Q3 | – | Sell |
-35
| Closed | -$5K | – | 816 |
|
|
2018
Q2 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 696 |
|