Gideon Capital Advisors’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-9,301
| Closed | -$523K | – | 414 |
|
2019
Q2 | $523K | Buy |
+9,301
| New | +$523K | 0.18% | 171 |
|
2019
Q1 | – | Sell |
-5,922
| Closed | -$253K | – | 529 |
|
2018
Q4 | $253K | Sell |
5,922
-10,100
| -63% | -$431K | 0.1% | 302 |
|
2018
Q3 | $607K | Buy |
16,022
+6,117
| +62% | +$232K | 0.29% | 101 |
|
2018
Q2 | $412K | Buy |
9,905
+2,911
| +42% | +$121K | 0.21% | 186 |
|
2018
Q1 | $282K | Sell |
6,994
-1,761
| -20% | -$71K | 0.17% | 258 |
|
2017
Q4 | $325K | Buy |
+8,755
| New | +$325K | 0.29% | 141 |
|
2017
Q1 | – | Sell |
-8,267
| Closed | -$219K | – | 528 |
|
2016
Q4 | $219K | Buy |
+8,267
| New | +$219K | 0.14% | 356 |
|
2014
Q2 | – | Sell |
-14,678
| Closed | -$830K | – | 327 |
|
2014
Q1 | $830K | Buy |
+14,678
| New | +$830K | 0.46% | 72 |
|