Gideon Capital Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,532
| Closed | -$231K | – | 379 |
|
|
2019
Q2 | $231K | Buy |
+2,532
| New | +$231K | 0.08% | 243 |
|
|
2018
Q4 | – | Sell |
-4,777
| Closed | -$482K | – | 478 |
|
|
2018
Q3 | $482K | Buy |
4,777
+1,455
| +44% | +$147K | 0.23% | 150 |
|
|
2018
Q2 | $406K | Sell |
3,322
-846
| -20% | -$103K | 0.2% | 193 |
|
|
2018
Q1 | $477K | Buy |
+4,168
| New | +$477K | 0.3% | 125 |
|
|
2015
Q1 | – | Sell |
-2,460
| Closed | -$372K | – | 290 |
|
|
2014
Q4 | $372K | Buy |
+2,460
| New | +$372K | 0.18% | 143 |
|