Gideon Capital Advisors’s Openlane KAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-26,320
| Closed | -$475K | – | 450 |
|
2018
Q4 | $475K | Buy |
+26,320
| New | +$475K | 0.19% | 162 |
|
2018
Q2 | – | Sell |
-14,808
| Closed | -$304K | – | 438 |
|
2018
Q1 | $304K | Buy |
14,808
+3,709
| +33% | +$76.1K | 0.19% | 228 |
|
2017
Q4 | $212K | Buy |
+11,099
| New | +$212K | 0.19% | 258 |
|
2017
Q3 | – | Sell |
-19,937
| Closed | -$317K | – | 319 |
|
2017
Q2 | $317K | Sell |
19,937
-6,525
| -25% | -$104K | 0.35% | 116 |
|
2017
Q1 | $437K | Buy |
+26,462
| New | +$437K | 0.26% | 141 |
|