Gideon Capital Advisors’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-19,539
| Closed | -$946K | – | 485 |
|
2019
Q1 | $946K | Buy |
19,539
+11,140
| +133% | +$539K | 0.34% | 74 |
|
2018
Q4 | $352K | Buy |
+8,399
| New | +$352K | 0.14% | 223 |
|
2018
Q3 | – | Sell |
-18,072
| Closed | -$801K | – | 537 |
|
2018
Q2 | $801K | Buy |
18,072
+4,300
| +31% | +$191K | 0.4% | 64 |
|
2018
Q1 | $547K | Buy |
13,772
+8,749
| +174% | +$347K | 0.34% | 103 |
|
2017
Q4 | $216K | Sell |
5,023
-6,002
| -54% | -$258K | 0.19% | 255 |
|
2017
Q3 | $453K | Buy |
11,025
+1,023
| +10% | +$42K | 0.45% | 58 |
|
2017
Q2 | $407K | Buy |
10,002
+2,535
| +34% | +$103K | 0.45% | 78 |
|
2017
Q1 | $288K | Sell |
7,467
-1,125
| -13% | -$43.4K | 0.17% | 260 |
|
2016
Q4 | $340K | Buy |
+8,592
| New | +$340K | 0.22% | 213 |
|
2016
Q1 | – | Sell |
-20,843
| Closed | -$647K | – | 252 |
|
2015
Q4 | $647K | Buy |
+20,843
| New | +$647K | 0.47% | 80 |
|
2015
Q2 | – | Sell |
-39,622
| Closed | -$1.42M | – | 336 |
|
2015
Q1 | $1.42M | Buy |
+39,622
| New | +$1.42M | 0.57% | 69 |
|