Gideon Capital Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,291
| Closed | -$1.89M | – | 420 |
|
|
2019
Q3 | $1.89M | Buy |
7,291
+4,215
| +137% | +$1.09M | 0.62% | 52 |
|
|
2019
Q2 | $877K | Buy |
+3,076
| New | +$877K | 0.3% | 128 |
|
|
2018
Q2 | – | Sell |
-1,135
| Closed | -$220K | – | 521 |
|
|
2018
Q1 | $220K | Buy |
+1,135
| New | +$220K | 0.14% | 300 |
|
|
2017
Q3 | – | Sell |
-1,490
| Closed | -$268K | – | 402 |
|
|
2017
Q2 | $268K | Sell |
1,490
-760
| -34% | -$137K | 0.29% | 154 |
|
|
2017
Q1 | $315K | Sell |
2,250
-1,005
| -31% | -$141K | 0.19% | 238 |
|
|
2016
Q4 | $447K | Buy |
+3,255
| New | +$447K | 0.29% | 112 |
|