Allworth Financial’s Global Industrial GIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946 | Buy |
35
+29
| +483% | +$784 | ﹤0.01% | 3963 |
|
|
2025
Q1 | $133 | Sell |
6
-30
| -83% | -$665 | ﹤0.01% | 3918 |
|
|
2024
Q4 | $908 | Buy |
36
+22
| +157% | +$555 | ﹤0.01% | 3424 |
|
|
2024
Q3 | $476 | Buy |
14
+9
| +180% | +$306 | ﹤0.01% | 3429 |
|
|
2024
Q2 | $169 | Buy |
+5
| New | +$169 | ﹤0.01% | 3568 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | – | – | 2821 |
|
|
2022
Q2 | $0 | Sell |
9
-10
| -53% | – | ﹤0.01% | 2545 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1931 |
|