U.S. Global Investors (USGI)’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,129
| Closed | -$719K | – | 169 |
|
|
2016
Q3 | $719K | Sell |
8,129
-7,000
| -46% | -$619K | 0.34% | 80 |
|
|
2016
Q2 | $1.47M | Buy |
15,129
+6,200
| +69% | +$604K | 0.81% | 33 |
|
|
2016
Q1 | $798K | Buy |
+8,929
| New | +$798K | 0.43% | 72 |
|
|
2013
Q3 | – | Sell |
-18,000
| Closed | -$1.03M | – | 278 |
|
|
2013
Q2 | $1.03M | Buy |
+18,000
| New | +$1.03M | 0.18% | 74 |
|