Gideon Capital Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-26,346
| Closed | -$872K | – | 355 |
|
|
2019
Q3 | $872K | Buy |
+26,346
| New | +$872K | 0.29% | 116 |
|
|
2019
Q1 | – | Sell |
-19,578
| Closed | -$532K | – | 474 |
|
|
2018
Q4 | $532K | Buy |
+19,578
| New | +$532K | 0.22% | 143 |
|
|
2018
Q3 | – | Sell |
-11,874
| Closed | -$361K | – | 442 |
|
|
2018
Q2 | $361K | Buy |
+11,874
| New | +$361K | 0.18% | 211 |
|
|
2017
Q4 | – | Sell |
-10,896
| Closed | -$282K | – | 371 |
|
|
2017
Q3 | $282K | Buy |
+10,896
| New | +$282K | 0.28% | 159 |
|
|
2016
Q4 | – | Sell |
-15,357
| Closed | -$346K | – | 451 |
|
|
2016
Q3 | $346K | Sell |
15,357
-47,094
| -75% | -$1.06M | 0.21% | 127 |
|
|
2016
Q2 | $1.35M | Buy |
+62,451
| New | +$1.35M | 0.78% | 35 |
|
|
2015
Q3 | – | Sell |
-53,358
| Closed | -$868K | – | 293 |
|
|
2015
Q2 | $868K | Buy |
+53,358
| New | +$868K | 0.36% | 102 |
|
|
2014
Q4 | – | Sell |
-49,401
| Closed | -$699K | – | 272 |
|
|
2014
Q3 | $699K | Buy |
+49,401
| New | +$699K | 0.27% | 118 |
|
|
2014
Q2 | – | Sell |
-37,248
| Closed | -$459K | – | 295 |
|
|
2014
Q1 | $459K | Buy |
+37,248
| New | +$459K | 0.25% | 122 |
|