YorkBridge Wealth Partners’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.83M | Sell |
8,417
-573
| -6% | -$193K | 0.72% | 38 |
|
|
2022
Q3 | $2.49M | Buy |
8,990
+134
| +2% | +$37.1K | 0.64% | 41 |
|
|
2022
Q2 | $2.14M | Sell |
8,856
-2,203
| -20% | -$533K | 0.56% | 48 |
|
|
2022
Q1 | $3.29M | Sell |
11,059
-1,132
| -9% | -$337K | 0.72% | 34 |
|
|
2021
Q4 | $4.08M | Buy |
12,191
+352
| +3% | +$118K | 0.91% | 28 |
|
|
2021
Q3 | $3.6M | Buy |
11,839
+528
| +5% | +$160K | 0.91% | 31 |
|
|
2021
Q2 | $2.74M | Sell |
11,311
-2,978
| -21% | -$721K | 0.72% | 40 |
|
|
2021
Q1 | $2.61M | Buy |
14,289
+409
| +3% | +$74.7K | 0.77% | 36 |
|
|
2020
Q4 | $2.22M | Buy |
13,880
+635
| +5% | +$102K | 0.74% | 40 |
|
|
2020
Q3 | $1.66M | Buy |
13,245
+1,834
| +16% | +$229K | 0.7% | 42 |
|
|
2020
Q2 | $1.38M | Buy |
11,411
+2,285
| +25% | +$277K | 0.63% | 50 |
|
|
2020
Q1 | $909K | Sell |
9,126
-617
| -6% | -$61.5K | 0.56% | 56 |
|
|
2019
Q4 | $1.5M | Buy |
9,743
+126
| +1% | +$19.4K | 0.69% | 47 |
|
|
2019
Q3 | $1.38M | Buy |
9,617
+585
| +6% | +$83.6K | 0.69% | 46 |
|
|
2019
Q2 | $1.45M | Buy |
9,032
+30
| +0.3% | +$4.83K | 0.65% | 43 |
|
|
2019
Q1 | $1.37M | Buy |
9,002
+134
| +2% | +$20.3K | 0.63% | 47 |
|
|
2018
Q4 | $1.13M | Sell |
8,868
-1,541
| -15% | -$197K | 0.6% | 48 |
|
|
2018
Q3 | $1.65M | Buy |
10,409
+232
| +2% | +$36.7K | 0.75% | 34 |
|
|
2018
Q2 | $1.35M | Buy |
10,177
+1,537
| +18% | +$204K | 0.59% | 44 |
|
|
2018
Q1 | $1.01M | Buy |
8,640
+1,946
| +29% | +$227K | 0.46% | 60 |
|
|
2017
Q4 | $859K | Buy |
6,694
+36
| +0.5% | +$4.62K | 0.41% | 67 |
|
|
2017
Q3 | $828K | Sell |
6,658
-228
| -3% | -$28.4K | 0.43% | 61 |
|
|
2017
Q2 | $855K | Buy |
6,886
+262
| +4% | +$32.5K | 0.45% | 58 |
|
|
2017
Q1 | $757K | Sell |
6,624
-477
| -7% | -$54.5K | 0.4% | 67 |
|
|
2016
Q4 | $736K | Buy |
+7,101
| New | +$736K | 0.43% | 64 |
|