GCA
Gideon Capital Advisors’s C.H. Robinson CHRW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,213
| Closed | -$1.12M | – | 279 |
|
|
2019
Q3 | $1.12M | Buy |
+13,213
| New | +$1.12M | 0.37% | 100 |
|
|
2019
Q2 | – | Sell |
-5,172
| Closed | -$450K | – | 295 |
|
|
2019
Q1 | $450K | Buy |
+5,172
| New | +$450K | 0.16% | 194 |
|
|
2018
Q3 | – | Sell |
-6,480
| Closed | -$542K | – | 364 |
|
|
2018
Q2 | $542K | Buy |
+6,480
| New | +$542K | 0.27% | 120 |
|
|
2017
Q2 | – | Sell |
-3,112
| Closed | -$241K | – | 276 |
|
|
2017
Q1 | $241K | Buy |
+3,112
| New | +$241K | 0.14% | 319 |
|
|
2014
Q4 | – | Sell |
-3,970
| Closed | -$263K | – | 219 |
|
|
2014
Q3 | $263K | Buy |
+3,970
| New | +$263K | 0.1% | 219 |
|
|
2014
Q1 | – | Sell |
-23,332
| Closed | -$1.36M | – | 217 |
|
|
2013
Q4 | $1.36M | Buy |
+23,332
| New | +$1.36M | 0.81% | 35 |
|