Envestnet Portfolio Solutions’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,923
| Closed | -$221K | – | 1753 |
|
|
2024
Q3 | $221K | Sell |
1,923
-410
| -18% | -$47.2K | ﹤0.01% | 1595 |
|
|
2024
Q2 | $233K | Sell |
2,333
-1,643
| -41% | -$164K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $439K | Sell |
3,976
-86
| -2% | -$9.5K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $436K | Buy |
4,062
+5
| +0.1% | +$537 | ﹤0.01% | 1105 |
|
|
2023
Q3 | $400K | Buy |
+4,057
| New | +$400K | ﹤0.01% | 1081 |
|