GCA
Gideon Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,067
| Closed | -$3.17M | – | 135 |
|
|
2019
Q4 | $3.17M | Buy |
+20,067
| New | +$3.17M | 1.09% | 9 |
|
|
2019
Q3 | – | Sell |
-18,631
| Closed | -$2.5M | – | 364 |
|
|
2019
Q2 | $2.5M | Sell |
18,631
-23,462
| -56% | -$3.14M | 0.86% | 23 |
|
|
2019
Q1 | $4.96M | Sell |
42,093
-7,358
| -15% | -$868K | 1.77% | 3 |
|
|
2018
Q4 | $5.02M | Buy |
+49,451
| New | +$5.02M | 2.05% | 1 |
|
|
2018
Q3 | – | Sell |
-26,578
| Closed | -$2.62M | – | 435 |
|
|
2018
Q2 | $2.62M | Buy |
+26,578
| New | +$2.62M | 1.31% | 5 |
|
|
2017
Q4 | – | Sell |
-3,968
| Closed | -$296K | – | 366 |
|
|
2017
Q3 | $296K | Buy |
+3,968
| New | +$296K | 0.29% | 145 |
|
|
2015
Q3 | – | Sell |
-7,522
| Closed | -$332K | – | 291 |
|
|
2015
Q2 | $332K | Sell |
7,522
-21,738
| -74% | -$959K | 0.14% | 186 |
|
|
2015
Q1 | $1.19M | Buy |
+29,260
| New | +$1.19M | 0.48% | 83 |
|