Gideon Capital Advisors’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,844
| Closed | -$292K | – | 538 |
|
|
2018
Q4 | $292K | Buy |
+4,844
| New | +$292K | 0.12% | 266 |
|
|
2017
Q4 | – | Sell |
-4,884
| Closed | -$314K | – | 423 |
|
|
2017
Q3 | $314K | Buy |
4,884
+723
| +17% | +$46.5K | 0.31% | 127 |
|
|
2017
Q2 | $308K | Sell |
4,161
-1,518
| -27% | -$112K | 0.34% | 124 |
|
|
2017
Q1 | $414K | Buy |
5,679
+957
| +20% | +$69.8K | 0.25% | 150 |
|
|
2016
Q4 | $336K | Buy |
+4,722
| New | +$336K | 0.21% | 216 |
|