GCA
Gideon Capital Advisors’s Equity Residential EQR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,709
| Closed | -$2.24M | – | 63 |
|
|
2019
Q4 | $2.24M | Buy |
+27,709
| New | +$2.24M | 0.77% | 26 |
|
|
2019
Q3 | – | Sell |
-2,947
| Closed | -$224K | – | 323 |
|
|
2019
Q2 | $224K | Sell |
2,947
-5,362
| -65% | -$408K | 0.08% | 244 |
|
|
2019
Q1 | $626K | Buy |
+8,309
| New | +$626K | 0.22% | 120 |
|
|
2018
Q3 | – | Sell |
-15,491
| Closed | -$987K | – | 390 |
|
|
2018
Q2 | $987K | Buy |
+15,491
| New | +$987K | 0.49% | 38 |
|
|
2017
Q2 | – | Sell |
-14,508
| Closed | -$903K | – | 296 |
|
|
2017
Q1 | $903K | Buy |
+14,508
| New | +$903K | 0.54% | 24 |
|
|
2016
Q2 | – | Sell |
-6,125
| Closed | -$460K | – | 214 |
|
|
2016
Q1 | $460K | Buy |
+6,125
| New | +$460K | 0.57% | 75 |
|
|
2015
Q3 | – | Sell |
-24,997
| Closed | -$1.75M | – | 251 |
|
|
2015
Q2 | $1.75M | Sell |
24,997
-47,871
| -66% | -$3.36M | 0.72% | 39 |
|
|
2015
Q1 | $5.67M | Buy |
+72,868
| New | +$5.67M | 2.29% | 1 |
|
|
2014
Q2 | – | Sell |
-14,161
| Closed | -$821K | – | 265 |
|
|
2014
Q1 | $821K | Buy |
+14,161
| New | +$821K | 0.46% | 74 |
|