GCA
Gideon Capital Advisors’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,975
| Closed | -$336K | – | 467 |
|
|
2018
Q2 | $336K | Buy |
+7,975
| New | +$336K | 0.17% | 231 |
|
|
2017
Q1 | – | Sell |
-5,441
| Closed | -$306K | – | 489 |
|
|
2016
Q4 | $306K | Buy |
+5,441
| New | +$306K | 0.2% | 243 |
|
|
2016
Q1 | – | Sell |
-27,823
| Closed | -$1.38M | – | 218 |
|
|
2015
Q4 | $1.38M | Buy |
27,823
+9,665
| +53% | +$479K | 1% | 25 |
|
|
2015
Q3 | $927K | Buy |
+18,158
| New | +$927K | 0.54% | 69 |
|