Gideon Capital Advisors’s Lincoln Electric LECO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-9,352
| Closed | -$874K | – | 441 |
|
2018
Q3 | $874K | Buy |
+9,352
| New | +$874K | 0.41% | 65 |
|
2018
Q2 | – | Sell |
-3,391
| Closed | -$305K | – | 444 |
|
2018
Q1 | $305K | Buy |
+3,391
| New | +$305K | 0.19% | 225 |
|
2017
Q4 | – | Sell |
-4,183
| Closed | -$383K | – | 352 |
|
2017
Q3 | $383K | Buy |
4,183
+1,396
| +50% | +$128K | 0.38% | 83 |
|
2017
Q2 | $257K | Sell |
2,787
-1,108
| -28% | -$102K | 0.28% | 164 |
|
2017
Q1 | $338K | Buy |
+3,895
| New | +$338K | 0.2% | 206 |
|
2015
Q3 | – | Sell |
-5,338
| Closed | -$325K | – | 282 |
|
2015
Q2 | $325K | Buy |
+5,338
| New | +$325K | 0.13% | 190 |
|
2015
Q1 | – | Sell |
-35,172
| Closed | -$2.43M | – | 270 |
|
2014
Q4 | $2.43M | Buy |
+35,172
| New | +$2.43M | 1.14% | 17 |
|
2014
Q2 | – | Sell |
-6,823
| Closed | -$491K | – | 283 |
|
2014
Q1 | $491K | Sell |
6,823
-13,967
| -67% | -$1.01M | 0.27% | 118 |
|
2013
Q4 | $1.48M | Buy |
+20,790
| New | +$1.48M | 0.88% | 32 |
|