TCI Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$2.19K | ﹤0.01% | 657 |
|
|
2022
Q2 | $16K | Sell |
65
-4
| -6% | -$985 | ﹤0.01% | 736 |
|
|
2022
Q1 | $21K | Sell |
69
-9
| -12% | -$2.74K | ﹤0.01% | 676 |
|
|
2021
Q4 | $26K | Buy |
78
+6
| +8% | +$2K | ﹤0.01% | 593 |
|
|
2021
Q3 | $22K | Buy |
72
+34
| +89% | +$10.4K | ﹤0.01% | 629 |
|
|
2021
Q2 | $9K | Buy |
38
+3
| +9% | +$711 | ﹤0.01% | 1018 |
|
|
2021
Q1 | $6K | Buy |
35
+21
| +150% | +$3.6K | ﹤0.01% | 1133 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1200 |
|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 1551 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q1 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 1461 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1229 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$12K | – | 1391 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | 0.01% | 559 |
|
|
2017
Q2 | $12K | Hold |
100
| – | – | 0.01% | 556 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | 0.01% | 561 |
|
|
2016
Q4 | $10K | Sell |
100
-15
| -13% | -$1.5K | 0.01% | 630 |
|
|
2016
Q3 | $10K | Buy |
115
+15
| +15% | +$1.3K | 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% | 483 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 429 |
|