Gideon Capital Advisors’s FMC FMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-3,828
| Closed | -$336K | – | 311 |
|
2019
Q3 | $336K | Buy |
3,828
+778
| +26% | +$68.3K | 0.11% | 217 |
|
2019
Q2 | $253K | Buy |
+3,050
| New | +$253K | 0.09% | 234 |
|
2018
Q2 | – | Sell |
-11,274
| Closed | -$749K | – | 406 |
|
2018
Q1 | $749K | Buy |
+11,274
| New | +$749K | 0.46% | 49 |
|
2017
Q3 | – | Sell |
-3,854
| Closed | -$244K | – | 309 |
|
2017
Q2 | $244K | Sell |
3,854
-3,955
| -51% | -$250K | 0.27% | 181 |
|
2017
Q1 | $471K | Buy |
7,809
+1,899
| +32% | +$115K | 0.28% | 121 |
|
2016
Q4 | $290K | Buy |
+5,910
| New | +$290K | 0.19% | 266 |
|
2015
Q3 | – | Sell |
-20,121
| Closed | -$917K | – | 257 |
|
2015
Q2 | $917K | Buy |
20,121
+4,169
| +26% | +$190K | 0.38% | 97 |
|
2015
Q1 | $792K | Buy |
+15,952
| New | +$792K | 0.32% | 111 |
|
2014
Q1 | – | Sell |
-12,963
| Closed | -$848K | – | 236 |
|
2013
Q4 | $848K | Buy |
+12,963
| New | +$848K | 0.5% | 74 |
|