Gideon Capital Advisors’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,255
| Closed | -$434K | – | 417 |
|
|
2019
Q2 | $434K | Buy |
+12,255
| New | +$434K | 0.15% | 187 |
|
|
2019
Q1 | – | Sell |
-11,339
| Closed | -$224K | – | 537 |
|
|
2018
Q4 | $224K | Buy |
+11,339
| New | +$224K | 0.09% | 330 |
|
|
2017
Q4 | – | Sell |
-9,304
| Closed | -$310K | – | 421 |
|
|
2017
Q3 | $310K | Buy |
9,304
+2,007
| +28% | +$66.9K | 0.31% | 132 |
|
|
2017
Q2 | $210K | Sell |
7,297
-8,183
| -53% | -$235K | 0.23% | 224 |
|
|
2017
Q1 | $454K | Buy |
+15,480
| New | +$454K | 0.27% | 131 |
|
|
2015
Q4 | – | Sell |
-24,270
| Closed | -$622K | – | 288 |
|
|
2015
Q3 | $622K | Buy |
24,270
+8,724
| +56% | +$224K | 0.36% | 103 |
|
|
2015
Q2 | $436K | Sell |
15,546
-8,548
| -35% | -$240K | 0.18% | 146 |
|
|
2015
Q1 | $816K | Buy |
+24,094
| New | +$816K | 0.33% | 107 |
|