CCWM
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Cassaday & Co Wealth Management’s CGI GIB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$574K Hold
5,478
– – 0.01% 197
2025
Q1 		$547K Sell
5,478
-1,687
-24% -$168K 0.02% 189
2024
Q4 		$784K Hold
7,165
– – 0.02% 142
2024
Q3 		$825K Buy
+7,165
New +$825K 0.02% 132