GCA
Gideon Capital Advisors’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,256
| Closed | -$1.46M | – | 41 |
|
|
2019
Q4 | $1.46M | Buy |
7,256
+4,680
| +182% | +$939K | 0.5% | 78 |
|
|
2019
Q3 | $544K | Sell |
2,576
-5,070
| -66% | -$1.07M | 0.18% | 171 |
|
|
2019
Q2 | $1.48M | Sell |
7,646
-5,063
| -40% | -$983K | 0.51% | 64 |
|
|
2019
Q1 | $2.09M | Buy |
+12,709
| New | +$2.09M | 0.75% | 29 |
|
|
2018
Q1 | – | Sell |
-2,396
| Closed | -$350K | – | 363 |
|
|
2017
Q4 | $350K | Buy |
+2,396
| New | +$350K | 0.31% | 110 |
|
|
2016
Q1 | – | Sell |
-17,463
| Closed | -$1.58M | – | 158 |
|
|
2015
Q4 | $1.58M | Buy |
17,463
+2,086
| +14% | +$189K | 1.15% | 15 |
|
|
2015
Q3 | $1.43M | Buy |
+15,377
| New | +$1.43M | 0.83% | 35 |
|
|
2015
Q2 | – | Sell |
-22,015
| Closed | -$2.09M | – | 243 |
|
|
2015
Q1 | $2.09M | Buy |
+22,015
| New | +$2.09M | 0.84% | 33 |
|
|
2014
Q2 | – | Sell |
-2,990
| Closed | -$221K | – | 254 |
|
|
2014
Q1 | $221K | Buy |
+2,990
| New | +$221K | 0.12% | 184 |
|