Gideon Capital Advisors’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,937
| Closed | -$991K | – | 219 |
|
|
2019
Q4 | $991K | Buy |
35,937
+23,319
| +185% | +$643K | 0.34% | 113 |
|
|
2019
Q3 | $312K | Buy |
+12,618
| New | +$312K | 0.1% | 229 |
|
|
2019
Q1 | – | Sell |
-54,711
| Closed | -$1.08M | – | 536 |
|
|
2018
Q4 | $1.08M | Buy |
+54,711
| New | +$1.08M | 0.44% | 65 |
|
|
2018
Q2 | – | Sell |
-8,385
| Closed | -$295K | – | 513 |
|
|
2018
Q1 | $295K | Buy |
+8,385
| New | +$295K | 0.18% | 242 |
|
|
2017
Q2 | – | Sell |
-20,630
| Closed | -$342K | – | 422 |
|
|
2017
Q1 | $342K | Buy |
+20,630
| New | +$342K | 0.2% | 203 |
|