GCA
Gideon Capital Advisors’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,614
| Closed | -$977K | – | 112 |
|
|
2019
Q4 | $977K | Buy |
+18,614
| New | +$977K | 0.34% | 116 |
|
|
2019
Q2 | – | Sell |
-6,372
| Closed | -$305K | – | 357 |
|
|
2019
Q1 | $305K | Buy |
6,372
+395
| +7% | +$18.9K | 0.11% | 276 |
|
|
2018
Q4 | $272K | Buy |
+5,977
| New | +$272K | 0.11% | 282 |
|
|
2018
Q3 | – | Sell |
-11,527
| Closed | -$557K | – | 420 |
|
|
2018
Q2 | $557K | Buy |
11,527
+170
| +1% | +$8.22K | 0.28% | 116 |
|
|
2018
Q1 | $565K | Buy |
11,357
+3,154
| +38% | +$157K | 0.35% | 97 |
|
|
2017
Q4 | $410K | Buy |
+8,203
| New | +$410K | 0.36% | 79 |
|
|
2017
Q3 | – | Sell |
-6,511
| Closed | -$305K | – | 325 |
|
|
2017
Q2 | $305K | Buy |
+6,511
| New | +$305K | 0.34% | 128 |
|
|
2015
Q3 | – | Sell |
-15,726
| Closed | -$606K | – | 281 |
|
|
2015
Q2 | $606K | Buy |
+15,726
| New | +$606K | 0.25% | 125 |
|
|
2014
Q2 | – | Sell |
-6,493
| Closed | -$286K | – | 282 |
|
|
2014
Q1 | $286K | Buy |
+6,493
| New | +$286K | 0.16% | 163 |
|