GCA
Guardian Capital Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.51M | Buy |
20,655
+1,715
| +9% | +$291K | 0.35% | 69 |
|
|
2024
Q2 | $3.16M | Sell |
18,940
-2,861
| -13% | -$478K | 0.34% | 71 |
|
|
2024
Q1 | $3.37M | Buy |
21,801
+1,314
| +6% | +$203K | 0.36% | 74 |
|
|
2023
Q4 | $3.03M | Sell |
20,487
-426
| -2% | -$63K | 0.32% | 75 |
|
|
2023
Q3 | $2.68M | Buy |
20,913
+54
| +0.3% | +$6.93K | 0.3% | 76 |
|
|
2023
Q2 | $2.65M | Buy |
20,859
+2,328
| +13% | +$296K | 0.3% | 76 |
|
|
2023
Q1 | $2.4M | Buy |
18,531
+18
| +0.1% | +$2.33K | 0.28% | 75 |
|
|
2022
Q4 | $2.13M | Buy |
18,513
+1,017
| +6% | +$117K | 0.24% | 78 |
|
|
2022
Q3 | $1.76M | Sell |
17,496
-369
| -2% | -$37K | 0.22% | 80 |
|
|
2022
Q2 | $1.91M | Buy |
17,865
+263
| +1% | +$28.1K | 0.22% | 75 |
|
|
2022
Q1 | $1.89M | Sell |
17,602
-284
| -2% | -$30.5K | 0.18% | 84 |
|
|
2021
Q4 | $1.99M | Sell |
17,886
-175
| -1% | -$19.5K | 0.19% | 82 |
|
|
2021
Q3 | $1.96M | Buy |
18,061
+88
| +0.5% | +$9.56K | 0.2% | 77 |
|
|
2021
Q2 | $1.79M | Buy |
17,973
+1,081
| +6% | +$107K | 0.18% | 83 |
|
|
2021
Q1 | $1.51M | Sell |
16,892
-2,177
| -11% | -$195K | 0.17% | 82 |
|
|
2020
Q4 | $1.56M | Sell |
19,069
-2,827
| -13% | -$231K | 0.21% | 79 |
|
|
2020
Q3 | $1.76M | Sell |
21,896
-1,550
| -7% | -$125K | 0.27% | 78 |
|
|
2020
Q2 | $1.56M | Buy |
23,446
+2,419
| +12% | +$161K | 0.3% | 72 |
|
|
2020
Q1 | $1.35M | Sell |
21,027
-3,031
| -13% | -$195K | 0.32% | 66 |
|
|
2019
Q4 | $2.38M | Sell |
24,058
-3,216
| -12% | -$318K | 0.3% | 69 |
|
|
2019
Q3 | $2.37M | Sell |
27,274
-184
| -0.7% | -$16K | 0.32% | 66 |
|
|
2019
Q2 | $2.35M | Sell |
27,458
-1,252
| -4% | -$107K | 0.31% | 65 |
|
|
2019
Q1 | $2.28M | Sell |
28,710
-1,356
| -5% | -$108K | 0.3% | 66 |
|
|
2018
Q4 | $1.95M | Sell |
30,066
-6,211
| -17% | -$403K | 0.28% | 71 |
|
|
2018
Q3 | $2.18M | Sell |
36,277
-533
| -1% | -$32K | 0.3% | 74 |
|
|
2018
Q2 | $2.05M | Sell |
36,810
-1,135
| -3% | -$63.2K | 0.28% | 80 |
|
|
2018
Q1 | $1.88M | Sell |
37,945
-125,004
| -77% | -$6.19M | 0.26% | 83 |
|
|
2017
Q4 | $8.89M | Buy |
162,949
+4,834
| +3% | +$264K | 1.16% | 28 |
|
|
2017
Q3 | $9.51M | Sell |
158,115
-5,372
| -3% | -$323K | 1.31% | 20 |
|
|
2017
Q2 | $9.53M | Sell |
163,487
-2,605
| -2% | -$152K | 1.37% | 18 |
|
|
2017
Q1 | $9.57M | Sell |
166,092
-3,332
| -2% | -$192K | 1.37% | 20 |
|
|
2016
Q4 | $10M | Sell |
169,424
-756
| -0.4% | -$44.8K | 1.44% | 18 |
|
|
2016
Q3 | $7.01M | Sell |
170,180
-401
| -0.2% | -$16.5K | 1.26% | 24 |
|
|
2016
Q2 | $6.87M | Sell |
170,581
-11,855
| -6% | -$478K | 1.28% | 24 |
|
|
2016
Q1 | $7.34M | Buy |
182,436
+1,925
| +1% | +$77.5K | 1.36% | 22 |
|
|
2015
Q4 | $6.78M | Buy |
180,511
+6,775
| +4% | +$254K | 1.41% | 20 |
|
|
2015
Q3 | $6.93M | Buy |
173,736
+265
| +0.2% | +$10.6K | 1.43% | 18 |
|
|
2015
Q2 | $6.82M | Buy |
173,471
+4,358
| +3% | +$171K | 1.28% | 22 |
|
|
2015
Q1 | $8.79M | Buy |
169,113
+2,660
| +2% | +$138K | 1.33% | 20 |
|
|
2014
Q4 | $7.71M | Sell |
166,453
-116
| -0.1% | -$5.38K | 1.25% | 22 |
|
|
2014
Q3 | $6.96M | Buy |
166,569
+2,072
| +1% | +$86.6K | 1.16% | 26 |
|
|
2014
Q2 | $6.06M | Buy |
164,497
+8,140
| +5% | +$300K | 1.06% | 29 |
|
|
2014
Q1 | $5.48M | Buy |
156,357
+8,009
| +5% | +$281K | 1.04% | 28 |
|
|
2013
Q4 | $5.71M | Buy |
148,348
+16,404
| +12% | +$631K | 1.12% | 26 |
|
|
2013
Q3 | $4.57M | Buy |
131,944
+33,890
| +35% | +$1.17M | 0.97% | 33 |
|
|
2013
Q2 | $3.21M | Buy |
+98,054
| New | +$3.21M | 0.9% | 41 |
|