GCA
Gideon Capital Advisors’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-32,997
| Closed | -$1.59M | – | 309 |
|
|
2019
Q3 | $1.59M | Buy |
+32,997
| New | +$1.59M | 0.52% | 67 |
|
|
2018
Q3 | – | Sell |
-45,517
| Closed | -$1.64M | – | 397 |
|
|
2018
Q2 | $1.64M | Buy |
45,517
+36,188
| +388% | +$1.3M | 0.82% | 14 |
|
|
2018
Q1 | $317K | Buy |
+9,329
| New | +$317K | 0.2% | 216 |
|
|
2017
Q4 | – | Sell |
-14,745
| Closed | -$455K | – | 329 |
|
|
2017
Q3 | $455K | Buy |
+14,745
| New | +$455K | 0.45% | 57 |
|
|
2017
Q1 | – | Sell |
-45,991
| Closed | -$1.43M | – | 433 |
|
|
2016
Q4 | $1.43M | Buy |
+45,991
| New | +$1.43M | 0.91% | 1 |
|
|
2016
Q2 | – | Sell |
-7,109
| Closed | -$256K | – | 218 |
|
|
2016
Q1 | $256K | Sell |
7,109
-6,973
| -50% | -$251K | 0.32% | 106 |
|
|
2015
Q4 | $447K | Sell |
14,082
-48,100
| -77% | -$1.53M | 0.32% | 113 |
|
|
2015
Q3 | $1.95M | Buy |
62,182
+33,941
| +120% | +$1.06M | 1.14% | 13 |
|
|
2015
Q2 | $919K | Buy |
+28,241
| New | +$919K | 0.38% | 95 |
|
|
2014
Q4 | – | Sell |
-68,148
| Closed | -$2.29M | – | 237 |
|
|
2014
Q3 | $2.29M | Buy |
68,148
+44,470
| +188% | +$1.49M | 0.89% | 27 |
|
|
2014
Q2 | $822K | Buy |
+23,678
| New | +$822K | 0.3% | 107 |
|
|
2014
Q1 | – | Sell |
-62,753
| Closed | -$2.07M | – | 234 |
|
|
2013
Q4 | $2.07M | Buy |
+62,753
| New | +$2.07M | 1.23% | 12 |
|