Gideon Capital Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,738
| Closed | -$1.36M | – | 125 |
|
|
2019
Q4 | $1.36M | Sell |
5,738
-11,092
| -66% | -$2.63M | 0.47% | 86 |
|
|
2019
Q3 | $3.45M | Buy |
+16,830
| New | +$3.45M | 1.13% | 7 |
|
|
2019
Q1 | – | Sell |
-3,594
| Closed | -$503K | – | 462 |
|
|
2018
Q4 | $503K | Buy |
+3,594
| New | +$503K | 0.21% | 155 |
|
|
2017
Q2 | – | Sell |
-2,614
| Closed | -$293K | – | 351 |
|
|
2017
Q1 | $293K | Sell |
2,614
-1,021
| -28% | -$114K | 0.17% | 252 |
|
|
2016
Q4 | $343K | Buy |
+3,635
| New | +$343K | 0.22% | 209 |
|
|
2016
Q1 | – | Sell |
-7,059
| Closed | -$708K | – | 199 |
|
|
2015
Q4 | $708K | Buy |
+7,059
| New | +$708K | 0.51% | 70 |
|