Gideon Capital Advisors’s Agilent Technologies A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-22,939
| Closed | -$1.96M | – | 1 |
|
2019
Q4 | $1.96M | Buy |
+22,939
| New | +$1.96M | 0.67% | 43 |
|
2019
Q2 | – | Sell |
-5,897
| Closed | -$474K | – | 255 |
|
2019
Q1 | $474K | Buy |
+5,897
| New | +$474K | 0.17% | 184 |
|
2018
Q1 | – | Sell |
-4,488
| Closed | -$301K | – | 325 |
|
2017
Q4 | $301K | Sell |
4,488
-5,736
| -56% | -$385K | 0.27% | 164 |
|
2017
Q3 | $656K | Buy |
+10,224
| New | +$656K | 0.65% | 17 |
|
2017
Q2 | – | Sell |
-4,815
| Closed | -$255K | – | 241 |
|
2017
Q1 | $255K | Buy |
+4,815
| New | +$255K | 0.15% | 300 |
|
2014
Q3 | – | Sell |
-14,595
| Closed | -$600K | – | 252 |
|
2014
Q2 | $600K | Buy |
+14,595
| New | +$600K | 0.22% | 137 |
|