Gideon Capital Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,816
| Closed | -$205K | – | 416 |
|
|
2019
Q2 | $205K | Sell |
1,816
-5,405
| -75% | -$610K | 0.07% | 251 |
|
|
2019
Q1 | $685K | Buy |
+7,221
| New | +$685K | 0.24% | 110 |
|
|
2018
Q1 | – | Sell |
-4,240
| Closed | -$325K | – | 478 |
|
|
2017
Q4 | $325K | Buy |
+4,240
| New | +$325K | 0.29% | 142 |
|