Gideon Capital Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$231K Buy
2018
Q4
Sell
2018
Q3
$482K Buy
2018
Q2
$406K Sell
2018
Q1
$477K Buy
2015
Q1
Sell
2014
Q4
$372K Buy