Gideon Capital Advisors’s Graco GGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,445
| Closed | -$251K | – | 315 |
|
|
2019
Q3 | $251K | Buy |
+5,445
| New | +$251K | 0.08% | 254 |
|
|
2017
Q3 | – | Sell |
-13,389
| Closed | -$488K | – | 311 |
|
|
2017
Q2 | $488K | Buy |
13,389
+4,338
| +48% | +$158K | 0.54% | 44 |
|
|
2017
Q1 | $284K | Buy |
+9,051
| New | +$284K | 0.17% | 266 |
|
|
2014
Q2 | – | Sell |
-17,547
| Closed | -$437K | – | 270 |
|
|
2014
Q1 | $437K | Buy |
+17,547
| New | +$437K | 0.24% | 129 |
|