WFG Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1402 |
|
|
2016
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1476 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$9K | – | 1621 |
|
|
2016
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1075 |
|
|
2015
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 1103 |
|
|
2015
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1147 |
|
|
2015
Q1 | – | Sell |
-96
| Closed | -$8K | – | 1900 |
|
|
2014
Q4 | $8K | Sell |
96
-874
| -90% | -$72.8K | ﹤0.01% | 1511 |
|
|
2014
Q3 | $71K | Hold |
970
| – | – | 0.01% | 793 |
|
|
2014
Q2 | $68K | Hold |
970
| – | – | 0.01% | 795 |
|
|
2014
Q1 | $67K | Hold |
970
| – | – | 0.01% | 786 |
|
|
2013
Q4 | $69K | Hold |
970
| – | – | 0.01% | 880 |
|
|
2013
Q3 | $58K | Hold |
970
| – | – | 0.01% | 870 |
|
|
2013
Q2 | $55K | Buy |
+970
| New | +$55K | 0.01% | 849 |
|