Geneos Wealth Management’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-437
| Closed | -$34K | – | 2239 |
|
|
2022
Q2 | $34K | Sell |
437
-10
| -2% | -$778 | ﹤0.01% | 1449 |
|
|
2022
Q1 | $35K | Buy |
447
+10
| +2% | +$783 | ﹤0.01% | 1530 |
|
|
2021
Q4 | $38K | Hold |
437
| – | – | ﹤0.01% | 1601 |
|
|
2021
Q3 | $37K | Hold |
437
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q2 | $39K | Hold |
437
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q1 | $38K | Hold |
437
| – | – | ﹤0.01% | 1772 |
|
|
2020
Q4 | $35K | Sell |
437
-13
| -3% | -$1.04K | ﹤0.01% | 1627 |
|
|
2020
Q3 | $30K | Buy |
450
+13
| +3% | +$867 | ﹤0.01% | 1462 |
|
|
2020
Q2 | $27K | Hold |
437
| – | – | ﹤0.01% | 1489 |
|
|
2020
Q1 | $21K | Hold |
437
| – | – | ﹤0.01% | 1487 |
|
|
2019
Q4 | $36K | Hold |
437
| – | – | ﹤0.01% | 1421 |
|
|
2019
Q3 | $34K | Hold |
437
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q2 | $33K | Hold |
437
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q1 | $30K | Buy |
+437
| New | +$30K | ﹤0.01% | 1382 |
|