Gideon Capital Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $534K | Buy |
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|
2019
Q3 | $442K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $686K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $437K | Buy |
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|
2016
Q4 | $218K | Buy |
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|
2016
Q3 | $219K | Sell |
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|
2016
Q2 | $213K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $493K | Sell |
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|
2015
Q2 | $547K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $391K | Buy |
|