Bartlett & Co Wealth Management’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-750
| Closed | -$62.4K | – | 1081 |
|
|
2021
Q1 | $62.4K | Hold |
750
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $59.5K | Hold |
750
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $50.8K | Hold |
750
| – | – | ﹤0.01% | 496 |
|
|
2020
Q2 | $47.3K | Hold |
750
| – | – | ﹤0.01% | 511 |
|
|
2020
Q1 | $40.8K | Hold |
750
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $62.8K | Hold |
750
| – | – | ﹤0.01% | 487 |
|
|
2019
Q3 | $59.4K | Sell |
750
-150
| -17% | -$11.9K | ﹤0.01% | 498 |
|
|
2019
Q2 | $69.1K | Buy |
900
+85
| +10% | +$6.53K | ﹤0.01% | 378 |
|
|
2019
Q1 | $56K | Buy |
+815
| New | +$56K | ﹤0.01% | 406 |
|