GCA
Gideon Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-31,022
| Closed | -$6.14M | – | 279 |
|
|
2019
Q2 | $6.14M | Buy |
31,022
+16,058
| +107% | +$3.18M | 2.12% | 4 |
|
|
2019
Q1 | $2.84M | Buy |
+14,964
| New | +$2.84M | 1.02% | 13 |
|
|
2018
Q3 | – | Sell |
-4,859
| Closed | -$899K | – | 331 |
|
|
2018
Q2 | $899K | Sell |
4,859
-1,517
| -24% | -$281K | 0.45% | 50 |
|
|
2018
Q1 | $1.07M | Buy |
+6,376
| New | +$1.07M | 0.66% | 18 |
|
|
2017
Q4 | – | Sell |
-1,726
| Closed | -$266K | – | 285 |
|
|
2017
Q3 | $266K | Buy |
+1,726
| New | +$266K | 0.26% | 178 |
|
|
2016
Q1 | – | Sell |
-3,718
| Closed | -$391K | – | 130 |
|
|
2015
Q4 | $391K | Sell |
3,718
-7,461
| -67% | -$785K | 0.28% | 124 |
|
|
2015
Q3 | $1.23M | Buy |
+11,179
| New | +$1.23M | 0.72% | 45 |
|