CWM
GAP
Concentric Wealth Management’s The Gap, Inc. GAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $347K | Buy |
15,717
+6
| +0% | +$132 | 0.08% | 108 |
|
|
2024
Q2 | $375K | Buy |
15,711
+6
| +0% | +$143 | 0.1% | 103 |
|
|
2024
Q1 | $433K | Buy |
15,705
+450
| +3% | +$12.4K | 0.12% | 98 |
|
|
2023
Q4 | $319K | Sell |
15,255
-8,000
| -34% | -$167K | 0.09% | 109 |
|
|
2023
Q3 | $247K | Sell |
23,255
-1,980
| -8% | -$21K | 0.08% | 111 |
|
|
2023
Q2 | $225K | Buy |
+25,235
| New | +$225K | 0.07% | 113 |
|