EverSource Wealth Advisors’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
1,452
+505
| +53% | +$52.9K | 0.01% | 987 |
|
|
2025
Q1 | $94.5K | Buy |
947
+47
| +5% | +$4.69K | 0.01% | 931 |
|
|
2024
Q4 | $98.4K | Sell |
900
-88
| -9% | -$9.62K | 0.01% | 903 |
|
|
2024
Q3 | $114K | Sell |
988
-1,067
| -52% | -$123K | 0.01% | 757 |
|
|
2024
Q2 | $234K | Buy |
2,055
+173
| +9% | +$19.7K | 0.02% | 506 |
|
|
2024
Q1 | $190K | Sell |
1,882
-96
| -5% | -$9.72K | 0.02% | 505 |
|
|
2023
Q4 | $212K | Buy |
1,978
+579
| +41% | +$62.1K | 0.02% | 421 |
|
|
2023
Q3 | $138K | Sell |
1,399
-7
| -0.5% | -$689 | 0.01% | 483 |
|
|
2023
Q2 | $148K | Buy |
1,406
+223
| +19% | +$23.5K | 0.02% | 461 |
|
|
2023
Q1 | $114K | Buy |
1,183
+57
| +5% | +$5.49K | 0.01% | 503 |
|
|
2022
Q4 | $97K | Buy |
1,126
+162
| +17% | +$14K | 0.01% | 519 |
|
|
2022
Q3 | $72K | Buy |
964
+64
| +7% | +$4.78K | 0.02% | 535 |
|
|
2022
Q2 | $72K | Buy |
900
+829
| +1,168% | +$66.3K | 0.02% | 487 |
|
|
2022
Q1 | $6K | Buy |
71
+48
| +209% | +$4.06K | ﹤0.01% | 1177 |
|
|
2021
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1543 |
|