Wealthspire Advisors (Maryland)’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.01M | Buy |
8,045
+6,203
| +337% | +$775K | 0.04% | 189 |
|
|
2020
Q2 | $223K | Buy |
+1,842
| New | +$223K | 0.02% | 396 |
|
|
2019
Q2 | – | Sell |
-742
| Closed | -$113K | – | 1239 |
|
|
2019
Q1 | $113K | Sell |
742
-149
| -17% | -$22.7K | 0.01% | 599 |
|
|
2018
Q4 | $114K | Buy |
891
+24
| +3% | +$3.07K | 0.01% | 561 |
|
|
2018
Q3 | $137K | Sell |
867
-7
| -0.8% | -$1.11K | 0.01% | 565 |
|
|
2018
Q2 | $116K | Sell |
874
-35
| -4% | -$4.65K | 0.01% | 647 |
|
|
2018
Q1 | $107K | Sell |
909
-147
| -14% | -$17.3K | 0.01% | 685 |
|
|
2017
Q4 | $130K | Sell |
1,056
-235
| -18% | -$28.9K | 0.01% | 621 |
|
|
2017
Q3 | $161K | Buy |
1,291
+109
| +9% | +$13.6K | 0.02% | 550 |
|
|
2017
Q2 | $146K | Buy |
1,182
+103
| +10% | +$12.7K | 0.02% | 554 |
|
|
2017
Q1 | $117K | Sell |
1,079
-112
| -9% | -$12.1K | 0.02% | 545 |
|
|
2016
Q4 | $120K | Buy |
1,191
+121
| +11% | +$12.2K | 0.02% | 521 |
|
|
2016
Q3 | $95K | Sell |
1,070
-11
| -1% | -$977 | 0.01% | 582 |
|
|
2016
Q2 | $105K | Sell |
1,081
-46
| -4% | -$4.47K | 0.02% | 526 |
|
|
2016
Q1 | $101K | Sell |
1,127
-96
| -8% | -$8.6K | 0.02% | 518 |
|
|
2015
Q4 | $111K | Buy |
+1,223
| New | +$111K | 0.02% | 495 |
|