Gideon Capital Advisors’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,709
Closed -$920K 499
2018
Q3
$920K Buy
+4,709
New +$920K 0.43% 61
2017
Q4
Sell
-1,569
Closed -$245K 393
2017
Q3
$245K Sell
1,569
-1,137
-42% -$178K 0.24% 199
2017
Q2
$395K Buy
+2,706
New +$395K 0.43% 83