Gideon Capital Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,087
| Closed | -$693K | – | 340 |
|
|
2019
Q1 | $693K | Buy |
+13,087
| New | +$693K | 0.25% | 109 |
|
|
2018
Q4 | – | Sell |
-4,995
| Closed | -$272K | – | 427 |
|
|
2018
Q3 | $272K | Buy |
+4,995
| New | +$272K | 0.13% | 263 |
|
|
2018
Q2 | – | Sell |
-10,028
| Closed | -$489K | – | 419 |
|
|
2018
Q1 | $489K | Buy |
10,028
+2,818
| +39% | +$137K | 0.3% | 120 |
|
|
2017
Q4 | $244K | Buy |
+7,210
| New | +$244K | 0.22% | 213 |
|