GCA
Gideon Capital Advisors’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,957
| Closed | -$231K | – | 335 |
|
|
2019
Q3 | $231K | Sell |
1,957
-10,615
| -84% | -$1.25M | 0.08% | 264 |
|
|
2019
Q2 | $1.75M | Buy |
12,572
+9,808
| +355% | +$1.37M | 0.6% | 39 |
|
|
2019
Q1 | $375K | Buy |
+2,764
| New | +$375K | 0.13% | 233 |
|
|
2018
Q4 | – | Sell |
-6,557
| Closed | -$951K | – | 440 |
|
|
2018
Q3 | $951K | Buy |
+6,557
| New | +$951K | 0.45% | 59 |
|
|
2018
Q2 | – | Sell |
-4,250
| Closed | -$791K | – | 443 |
|
|
2018
Q1 | $791K | Buy |
+4,250
| New | +$791K | 0.49% | 39 |
|
|
2017
Q1 | – | Sell |
-9,597
| Closed | -$540K | – | 456 |
|
|
2016
Q4 | $540K | Buy |
+9,597
| New | +$540K | 0.35% | 71 |
|
|
2016
Q3 | – | Sell |
-5,576
| Closed | -$567K | – | 235 |
|
|
2016
Q2 | $567K | Sell |
5,576
-1,656
| -23% | -$168K | 0.33% | 97 |
|
|
2016
Q1 | $804K | Buy |
+7,232
| New | +$804K | 1% | 30 |
|
|
2015
Q2 | – | Sell |
-3,956
| Closed | -$438K | – | 281 |
|
|
2015
Q1 | $438K | Buy |
+3,956
| New | +$438K | 0.18% | 163 |
|
|
2014
Q4 | – | Sell |
-47,125
| Closed | -$4.07M | – | 253 |
|
|
2014
Q3 | $4.07M | Buy |
47,125
+13,549
| +40% | +$1.17M | 1.58% | 7 |
|
|
2014
Q2 | $3M | Buy |
+33,576
| New | +$3M | 1.09% | 19 |
|
|
2014
Q1 | – | Sell |
-13,826
| Closed | -$1.12M | – | 251 |
|
|
2013
Q4 | $1.12M | Buy |
+13,826
| New | +$1.12M | 0.66% | 55 |
|