GCA
XYZ
Gideon Capital Advisors’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-77,452
| Closed | -$4.85M | – | 224 |
|
|
2019
Q4 | $4.85M | Buy |
+77,452
| New | +$4.85M | 1.67% | 3 |
|
|
2019
Q2 | – | Sell |
-11,584
| Closed | -$868K | – | 456 |
|
|
2019
Q1 | $868K | Sell |
11,584
-184
| -2% | -$13.8K | 0.31% | 83 |
|
|
2018
Q4 | $660K | Buy |
+11,768
| New | +$660K | 0.27% | 110 |
|
|
2018
Q2 | – | Sell |
-8,737
| Closed | -$430K | – | 516 |
|
|
2018
Q1 | $430K | Sell |
8,737
-14,124
| -62% | -$695K | 0.27% | 143 |
|
|
2017
Q4 | $793K | Buy |
+22,861
| New | +$793K | 0.7% | 19 |
|
|
2017
Q3 | – | Sell |
-21,056
| Closed | -$494K | – | 388 |
|
|
2017
Q2 | $494K | Buy |
21,056
+7,557
| +56% | +$177K | 0.54% | 42 |
|
|
2017
Q1 | $233K | Sell |
13,499
-2,915
| -18% | -$50.3K | 0.14% | 330 |
|
|
2016
Q4 | $224K | Buy |
+16,414
| New | +$224K | 0.14% | 346 |
|