GCA
Gideon Capital Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-24,002
| Closed | -$4.13M | – | 392 |
|
|
2019
Q3 | $4.13M | Buy |
+24,002
| New | +$4.13M | 1.35% | 4 |
|
|
2019
Q1 | – | Sell |
-12,764
| Closed | -$1.68M | – | 523 |
|
|
2018
Q4 | $1.68M | Buy |
+12,764
| New | +$1.68M | 0.69% | 30 |
|
|
2018
Q1 | – | Sell |
-2,530
| Closed | -$288K | – | 469 |
|
|
2017
Q4 | $288K | Buy |
+2,530
| New | +$288K | 0.25% | 174 |
|
|
2016
Q4 | – | Sell |
-8,082
| Closed | -$668K | – | 477 |
|
|
2016
Q3 | $668K | Sell |
8,082
-25,336
| -76% | -$2.09M | 0.4% | 81 |
|
|
2016
Q2 | $2.48M | Buy |
+33,418
| New | +$2.48M | 1.44% | 14 |
|
|
2016
Q1 | – | Sell |
-5,994
| Closed | -$465K | – | 238 |
|
|
2015
Q4 | $465K | Sell |
5,994
-16,923
| -74% | -$1.31M | 0.34% | 111 |
|
|
2015
Q3 | $1.6M | Buy |
+22,917
| New | +$1.6M | 0.93% | 26 |
|
|
2015
Q2 | – | Sell |
-9,703
| Closed | -$635K | – | 324 |
|
|
2015
Q1 | $635K | Buy |
+9,703
| New | +$635K | 0.26% | 132 |
|
|
2014
Q2 | – | Sell |
-2,055
| Closed | -$444K | – | 320 |
|
|
2014
Q1 | $444K | Buy |
+2,055
| New | +$444K | 0.25% | 125 |
|