Gideon Capital Advisors’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,527
| Closed | -$543K | – | 367 |
|
|
2019
Q3 | $543K | Sell |
3,527
-489
| -12% | -$75.3K | 0.18% | 172 |
|
|
2019
Q2 | $648K | Buy |
+4,016
| New | +$648K | 0.22% | 156 |
|
|
2019
Q1 | – | Sell |
-3,785
| Closed | -$376K | – | 491 |
|
|
2018
Q4 | $376K | Buy |
3,785
+2,102
| +125% | +$209K | 0.15% | 208 |
|
|
2018
Q3 | $230K | Sell |
1,683
-997
| -37% | -$136K | 0.11% | 297 |
|
|
2018
Q2 | $362K | Buy |
2,680
+172
| +7% | +$23.2K | 0.18% | 209 |
|
|
2018
Q1 | $302K | Buy |
2,508
+576
| +30% | +$69.4K | 0.19% | 231 |
|
|
2017
Q4 | $203K | Buy |
+1,932
| New | +$203K | 0.18% | 268 |
|
|
2017
Q3 | – | Sell |
-3,171
| Closed | -$273K | – | 361 |
|
|
2017
Q2 | $273K | Sell |
3,171
-2,345
| -43% | -$202K | 0.3% | 149 |
|
|
2017
Q1 | $410K | Sell |
5,516
-1,894
| -26% | -$141K | 0.24% | 151 |
|
|
2016
Q4 | $431K | Buy |
+7,410
| New | +$431K | 0.28% | 123 |
|