Gideon Capital Advisors’s Exelixis EXEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,090
| Closed | -$216K | – | 321 |
|
|
2019
Q1 | $216K | Buy |
+9,090
| New | +$216K | 0.08% | 340 |
|
|
2017
Q4 | – | Sell |
-21,199
| Closed | -$514K | – | 327 |
|
|
2017
Q3 | $514K | Buy |
21,199
+3,670
| +21% | +$89K | 0.51% | 41 |
|
|
2017
Q2 | $432K | Sell |
17,529
-130
| -0.7% | -$3.2K | 0.48% | 71 |
|
|
2017
Q1 | $383K | Sell |
17,659
-37,395
| -68% | -$811K | 0.23% | 168 |
|
|
2016
Q4 | $821K | Buy |
+55,054
| New | +$821K | 0.52% | 16 |
|