Gideon Capital Advisors’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,780
| Closed | -$297K | – | 411 |
|
|
2017
Q2 | $297K | Sell |
6,780
-4,868
| -42% | -$213K | 0.33% | 131 |
|
|
2017
Q1 | $464K | Buy |
11,648
+3,494
| +43% | +$139K | 0.28% | 127 |
|
|
2016
Q4 | $304K | Buy |
+8,154
| New | +$304K | 0.19% | 245 |
|
|
2015
Q4 | – | Sell |
-54,591
| Closed | -$1.98M | – | 311 |
|
|
2015
Q3 | $1.98M | Buy |
+54,591
| New | +$1.98M | 1.16% | 11 |
|
|
2014
Q4 | – | Sell |
-91,273
| Closed | -$3.03M | – | 368 |
|
|
2014
Q3 | $3.03M | Buy |
+91,273
| New | +$3.03M | 1.17% | 16 |
|