Gideon Capital Advisors’s Agrium AGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,057
| Closed | -$277K | – | 404 |
|
|
2017
Q2 | $277K | Buy |
+3,057
| New | +$277K | 0.3% | 143 |
|
|
2017
Q1 | – | Sell |
-3,062
| Closed | -$308K | – | 565 |
|
|
2016
Q4 | $308K | Buy |
+3,062
| New | +$308K | 0.2% | 240 |
|
|
2015
Q2 | – | Sell |
-5,394
| Closed | -$712K | – | 347 |
|
|
2015
Q1 | $712K | Buy |
+5,394
| New | +$712K | 0.29% | 119 |
|
|
2014
Q4 | – | Sell |
-2,350
| Closed | -$234K | – | 349 |
|
|
2014
Q3 | $234K | Sell |
2,350
-3,076
| -57% | -$306K | 0.09% | 232 |
|
|
2014
Q2 | $530K | Buy |
+5,426
| New | +$530K | 0.19% | 161 |
|