WCBA
Weaver C. Barksdale & Associates’s Gartner IT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-130
| Closed | -$14K | – | 520 |
|
2017
Q1 | $14K | Hold |
130
| – | – | 0.02% | 207 |
|
2016
Q4 | $13K | Buy |
130
+6
| +5% | +$600 | 0.02% | 224 |
|
2016
Q3 | $11K | Buy |
124
+25
| +25% | +$2.22K | 0.02% | 238 |
|
2016
Q2 | $10K | Sell |
99
-23
| -19% | -$2.32K | 0.02% | 238 |
|
2016
Q1 | $11K | Buy |
122
+25
| +26% | +$2.25K | 0.01% | 248 |
|
2015
Q4 | $9K | Sell |
97
-5
| -5% | -$464 | 0.01% | 276 |
|
2015
Q3 | $9K | Sell |
102
-5
| -5% | -$441 | 0.01% | 277 |
|
2015
Q2 | $9K | Sell |
107
-14
| -12% | -$1.18K | 0.01% | 291 |
|
2015
Q1 | $10K | Buy |
121
+25
| +26% | +$2.07K | 0.01% | 281 |
|
2014
Q4 | $8K | Sell |
96
-19
| -17% | -$1.58K | 0.01% | 301 |
|
2014
Q3 | $8K | Hold |
115
| – | – | 0.01% | 292 |
|
2014
Q2 | $8K | Buy |
115
+10
| +10% | +$696 | 0.01% | 306 |
|
2014
Q1 | $7K | Sell |
105
-16
| -13% | -$1.07K | 0.01% | 317 |
|
2013
Q4 | $9K | Hold |
121
| – | – | 0.01% | 296 |
|
2013
Q3 | $7K | Buy |
121
+5
| +4% | +$289 | 0.01% | 331 |
|
2013
Q2 | $7K | Buy |
+116
| New | +$7K | 0.01% | 323 |
|