Harvest Group Wealth Management’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-255
| Closed | -$20K | – | 286 |
|
|
2020
Q4 | $20K | Hold |
255
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $17K | Sell |
255
-240
| -48% | -$16K | 0.01% | 175 |
|
|
2020
Q2 | $31K | Buy |
495
+150
| +43% | +$9.39K | 0.03% | 114 |
|
|
2020
Q1 | $18K | Hold |
345
| – | – | 0.02% | 142 |
|
|
2019
Q4 | $28K | Hold |
345
| – | – | 0.02% | 119 |
|
|
2019
Q3 | $27K | Hold |
345
| – | – | 0.03% | 126 |
|
|
2019
Q2 | $26K | Buy |
345
+39
| +13% | +$2.94K | 0.03% | 122 |
|
|
2019
Q1 | $21K | Buy |
+306
| New | +$21K | 0.02% | 151 |
|