GCA
Gideon Capital Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,773
| Closed | -$1.9M | – | 148 |
|
|
2019
Q4 | $1.9M | Buy |
+25,773
| New | +$1.9M | 0.65% | 56 |
|
|
2019
Q3 | – | Sell |
-92,110
| Closed | -$6.35M | – | 373 |
|
|
2019
Q2 | $6.35M | Buy |
+92,110
| New | +$6.35M | 2.19% | 3 |
|
|
2017
Q3 | – | Sell |
-11,107
| Closed | -$613K | – | 349 |
|
|
2017
Q2 | $613K | Buy |
+11,107
| New | +$613K | 0.67% | 25 |
|
|
2016
Q3 | – | Sell |
-17,713
| Closed | -$1.23M | – | 252 |
|
|
2016
Q2 | $1.23M | Buy |
+17,713
| New | +$1.23M | 0.72% | 48 |
|
|
2015
Q1 | – | Sell |
-15,026
| Closed | -$717K | – | 283 |
|
|
2014
Q4 | $717K | Sell |
15,026
-56,707
| -79% | -$2.71M | 0.34% | 101 |
|
|
2014
Q3 | $2.93M | Buy |
+71,733
| New | +$2.93M | 1.13% | 17 |
|