Carson Wealth (CWM LLC)’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Sell |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $148K | Sell |
|
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|
2024
Q3 | $157K | Buy |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $97K | Sell |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $99K | Buy |
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|
2022
Q4 | $82K | Sell |
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|
2022
Q3 | $85K | Sell |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $9K | Buy |
|