Wealthcare Advisory Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-28
| Closed | -$5K | – | 1204 |
|
2021
Q1 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 1651 |
|
2020
Q2 | – | Sell |
-28
| Closed | -$3K | – | 858 |
|
2020
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 1234 |
|
2019
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 1154 |
|
2019
Q3 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 1110 |
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 1167 |
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1132 |
|