Gideon Capital Advisors’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,393
| Closed | -$498K | – | 335 |
|
|
2018
Q2 | $498K | Buy |
+9,393
| New | +$498K | 0.25% | 136 |
|
|
2017
Q1 | – | Sell |
-3,378
| Closed | -$221K | – | 383 |
|
|
2016
Q4 | $221K | Buy |
+3,378
| New | +$221K | 0.14% | 349 |
|
|
2015
Q4 | – | Sell |
-31,827
| Closed | -$1.81M | – | 187 |
|
|
2015
Q3 | $1.81M | Buy |
+31,827
| New | +$1.81M | 1.06% | 16 |
|
|
2014
Q4 | – | Sell |
-31,546
| Closed | -$1.7M | – | 205 |
|
|
2014
Q3 | $1.7M | Buy |
31,546
+26,600
| +538% | +$1.44M | 0.66% | 43 |
|
|
2014
Q2 | $270K | Sell |
4,946
-21,279
| -81% | -$1.16M | 0.1% | 208 |
|
|
2014
Q1 | $1.31M | Buy |
26,225
+15,940
| +155% | +$797K | 0.73% | 44 |
|
|
2013
Q4 | $525K | Buy |
+10,285
| New | +$525K | 0.31% | 98 |
|