Gideon Capital Advisors’s Usg USG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,725
| Closed | -$334K | – | 492 |
|
|
2019
Q1 | $334K | Buy |
7,725
+1,694
| +28% | +$73.2K | 0.12% | 256 |
|
|
2018
Q4 | $257K | Buy |
+6,031
| New | +$257K | 0.1% | 294 |
|
|
2018
Q3 | – | Sell |
-6,119
| Closed | -$264K | – | 540 |
|
|
2018
Q2 | $264K | Buy |
+6,119
| New | +$264K | 0.13% | 287 |
|
|
2015
Q2 | – | Sell |
-16,263
| Closed | -$434K | – | 340 |
|
|
2015
Q1 | $434K | Buy |
16,263
+1,330
| +9% | +$35.5K | 0.18% | 164 |
|
|
2014
Q4 | $418K | Buy |
+14,933
| New | +$418K | 0.2% | 137 |
|