Gideon Capital Advisors’s Ashland ASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,882
| Closed | -$275K | – | 372 |
|
|
2018
Q4 | $275K | Buy |
+3,882
| New | +$275K | 0.11% | 279 |
|
|
2017
Q3 | – | Sell |
-3,160
| Closed | -$208K | – | 273 |
|
|
2017
Q2 | $208K | Buy |
+3,160
| New | +$208K | 0.23% | 227 |
|
|
2016
Q1 | – | Sell |
-21,585
| Closed | -$1.09M | – | 143 |
|
|
2015
Q4 | $1.09M | Buy |
21,585
+5,818
| +37% | +$292K | 0.79% | 46 |
|
|
2015
Q3 | $776K | Buy |
+15,767
| New | +$776K | 0.45% | 84 |
|