Gideon Capital Advisors’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-4,114
| Closed | -$317K | – | 487 |
|
2018
Q3 | $317K | Buy |
4,114
+910
| +28% | +$70.1K | 0.15% | 229 |
|
2018
Q2 | $297K | Buy |
3,204
+389
| +14% | +$36.1K | 0.15% | 260 |
|
2018
Q1 | $242K | Sell |
2,815
-1,926
| -41% | -$166K | 0.15% | 281 |
|
2017
Q4 | $389K | Buy |
4,741
+278
| +6% | +$22.8K | 0.34% | 87 |
|
2017
Q3 | $384K | Buy |
+4,463
| New | +$384K | 0.38% | 82 |
|
2017
Q1 | – | Sell |
-7,030
| Closed | -$446K | – | 494 |
|
2016
Q4 | $446K | Buy |
+7,030
| New | +$446K | 0.28% | 113 |
|
2015
Q4 | – | Sell |
-5,071
| Closed | -$238K | – | 263 |
|
2015
Q3 | $238K | Buy |
+5,071
| New | +$238K | 0.14% | 179 |
|