Gideon Capital Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,628
| Closed | -$180K | – | 404 |
|
|
2018
Q1 | $180K | Buy |
+14,628
| New | +$180K | 0.11% | 323 |
|
|
2017
Q1 | – | Sell |
-22,052
| Closed | -$239K | – | 437 |
|
|
2016
Q4 | $239K | Buy |
+22,052
| New | +$239K | 0.15% | 329 |
|
|
2015
Q4 | – | Sell |
-20,628
| Closed | -$164K | – | 226 |
|
|
2015
Q3 | $164K | Buy |
+20,628
| New | +$164K | 0.1% | 197 |
|