GCA
Gideon Capital Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,776
| Closed | -$281K | – | 353 |
|
|
2019
Q3 | $281K | Buy |
+1,776
| New | +$281K | 0.09% | 240 |
|
|
2019
Q2 | – | Sell |
-13,949
| Closed | -$2.19M | – | 372 |
|
|
2019
Q1 | $2.19M | Sell |
13,949
-129
| -0.9% | -$20.3K | 0.78% | 24 |
|
|
2018
Q4 | $2.02M | Buy |
14,078
+8,607
| +157% | +$1.23M | 0.82% | 16 |
|
|
2018
Q3 | $900K | Buy |
5,471
+3,828
| +233% | +$630K | 0.42% | 62 |
|
|
2018
Q2 | $280K | Buy |
+1,643
| New | +$280K | 0.14% | 275 |
|
|
2017
Q3 | – | Sell |
-1,463
| Closed | -$237K | – | 342 |
|
|
2017
Q2 | $237K | Sell |
1,463
-1,735
| -54% | -$281K | 0.26% | 189 |
|
|
2017
Q1 | $495K | Buy |
+3,198
| New | +$495K | 0.29% | 107 |
|
|
2016
Q1 | – | Sell |
-10,473
| Closed | -$1.27M | – | 206 |
|
|
2015
Q4 | $1.27M | Buy |
+10,473
| New | +$1.27M | 0.92% | 31 |
|
|
2015
Q1 | – | Sell |
-19,485
| Closed | -$2.45M | – | 277 |
|
|
2014
Q4 | $2.45M | Buy |
+19,485
| New | +$2.45M | 1.15% | 16 |
|
|
2014
Q3 | – | Sell |
-4,245
| Closed | -$527K | – | 337 |
|
|
2014
Q2 | $527K | Buy |
+4,245
| New | +$527K | 0.19% | 162 |
|