GCA
Gideon Capital Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-23,129
| Closed | -$2.88M | – | 390 |
|
|
2019
Q3 | $2.88M | Buy |
23,129
+19,099
| +474% | +$2.38M | 0.94% | 13 |
|
|
2019
Q2 | $534K | Sell |
4,030
-8,596
| -68% | -$1.14M | 0.18% | 168 |
|
|
2019
Q1 | $1.44M | Buy |
12,626
+8,331
| +194% | +$952K | 0.52% | 45 |
|
|
2018
Q4 | $440K | Buy |
4,295
+2,179
| +103% | +$223K | 0.18% | 178 |
|
|
2018
Q3 | $346K | Buy |
+2,116
| New | +$346K | 0.16% | 208 |
|
|
2018
Q2 | – | Sell |
-6,354
| Closed | -$1.1M | – | 499 |
|
|
2018
Q1 | $1.1M | Buy |
+6,354
| New | +$1.1M | 0.68% | 17 |
|
|
2015
Q1 | – | Sell |
-12,193
| Closed | -$1.24M | – | 308 |
|
|
2014
Q4 | $1.24M | Buy |
+12,193
| New | +$1.24M | 0.59% | 58 |
|
|
2014
Q2 | – | Sell |
-3,364
| Closed | -$319K | – | 318 |
|
|
2014
Q1 | $319K | Buy |
+3,364
| New | +$319K | 0.18% | 153 |
|