Truvvo Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,666
| Closed | -$1.44M | – | 106 |
|
|
2017
Q4 | $1.44M | Buy |
11,666
+1,857
| +19% | +$229K | 0.49% | 45 |
|
|
2017
Q3 | $1.22M | Buy |
9,809
+1,088
| +12% | +$135K | 0.41% | 56 |
|
|
2017
Q2 | $1.08M | Hold |
8,721
| – | – | 0.39% | 59 |
|
|
2017
Q1 | $942K | Buy |
8,721
+5,135
| +143% | +$555K | 0.42% | 54 |
|
|
2016
Q4 | $362 | Buy |
+3,586
| New | +$362 | 0.13% | 110 |
|