GCA
Gideon Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,327
| Closed | -$2.98M | – | 47 |
|
|
2019
Q4 | $2.98M | Buy |
18,327
+4,349
| +31% | +$707K | 1.03% | 10 |
|
|
2019
Q3 | $2.08M | Buy |
+13,978
| New | +$2.08M | 0.68% | 29 |
|
|
2018
Q1 | – | Sell |
-13,850
| Closed | -$1.42M | – | 369 |
|
|
2017
Q4 | $1.42M | Buy |
13,850
+11,382
| +461% | +$1.16M | 1.25% | 5 |
|
|
2017
Q3 | $231K | Buy |
+2,468
| New | +$231K | 0.23% | 223 |
|
|
2016
Q4 | – | Sell |
-9,032
| Closed | -$644K | – | 408 |
|
|
2016
Q3 | $644K | Sell |
9,032
-4,965
| -35% | -$354K | 0.39% | 82 |
|
|
2016
Q2 | $1.11M | Buy |
13,997
+4,043
| +41% | +$321K | 0.65% | 52 |
|
|
2016
Q1 | $735K | Buy |
+9,954
| New | +$735K | 0.92% | 37 |
|
|
2014
Q3 | – | Sell |
-10,297
| Closed | -$598K | – | 285 |
|
|
2014
Q2 | $598K | Buy |
+10,297
| New | +$598K | 0.22% | 139 |
|