TCI Wealth Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-73
| Closed | -$23.8K | – | 1195 |
|
|
2023
Q1 | $23.8K | Hold |
73
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $24.5K | Hold |
73
| – | – | ﹤0.01% | 604 |
|
|
2022
Q3 | $20K | Buy |
73
+8
| +12% | +$2.24K | ﹤0.01% | 657 |
|
|
2022
Q2 | $16K | Sell |
65
-4
| -6% | -$1.06K | ﹤0.01% | 737 |
|
|
2022
Q1 | $21K | Sell |
69
-9
| -12% | -$2.61K | ﹤0.01% | 676 |
|
|
2021
Q4 | $26K | Buy |
78
+6
| +8% | +$1.93K | ﹤0.01% | 593 |
|
|
2021
Q3 | $22K | Buy |
72
+34
| +89% | +$9.86K | ﹤0.01% | 644 |
|
|
2021
Q2 | $9K | Buy |
38
+3
| +9% | +$656 | ﹤0.01% | 1036 |
|
|
2021
Q1 | $6K | Buy |
35
+21
| +150% | +$3.65K | ﹤0.01% | 1151 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2.02K | ﹤0.01% | 1224 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 1559 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1488 |
|
|
2019
Q1 | $0 | Sell |
3
-4
| -57% | -$555 | ﹤0.01% | 1470 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1.01K | ﹤0.01% | 1240 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$12K | – | 1393 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | 0.01% | 560 |
|
|
2017
Q2 | $12K | Hold |
100
| – | – | 0.01% | 556 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | 0.01% | 561 |
|
|
2016
Q4 | $10K | Sell |
100
-15
| -13% | -$1.45K | 0.01% | 630 |
|
|
2016
Q3 | $10K | Buy |
115
+15
| +15% | +$1.41K | 0.01% | 577 |
|
|
2016
Q2 | $10K | Hold |
100
| – | – | 0.01% | 572 |
|
|
2016
Q1 | $9K | Hold |
100
| – | – | 0.01% | 605 |
|
|
2015
Q4 | $9K | Hold |
100
| – | – | 0.01% | 605 |
|
|
2015
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 552 |
|
|
2015
Q2 | $9K | Hold |
100
| – | – | 0.01% | 539 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | 0.01% | 488 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 484 |
|
|
2014
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2013
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$5.68K | ﹤0.01% | 430 |
|
Other funds holding IT
GIM
