BCWM
GIIX

Bartlett & Co Wealth Management’s Gores Holdings VIII, Inc. Class A Common Stock GIIX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GIIX Stock Details GIIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,000
Closed -$9.87K – 1206
2022
Q3 		$9.87K Hold
1,000
– – ﹤0.01% 825
2022
Q2 		$9.85K Hold
1,000
– – ﹤0.01% 866
2022
Q1 		$9.95K Buy
+1,000
New +$9.98K ﹤0.01% 831

Bartlett & Co Wealth Management's GIIX Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Gores Holdings VIII, Inc. Class A Common Stock (GIIX) in Q4 2022, closing a stake of 1,000 shares — an estimated $9.87K sold.

Bartlett & Co Wealth Management first reported a position in GIIX in Q1 2022 and held it in 3 quarters. The position peaked at $9.95K in Q1 2022. 0 funds tracked by Wall St. Rank hold GIIX as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Gores Holdings VIII, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,000 Gores Holdings VIII, Inc. Class A Common Stock shares in Q4 2022, an estimated $9.87K.
  • Bartlett & Co Wealth Management first reported a position in Gores Holdings VIII, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Gores Holdings VIII, Inc. Class A Common Stock position peaked at $9.95K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Gores Holdings VIII, Inc. Class A Common Stock as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.