Gideon Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $314K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $1.46M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $229K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $962K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $508K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $372K | Buy |
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