Heritage Wealth Management (Arizona)’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.3K | Buy |
328
+164
| +100% | +$14.1K | ﹤0.01% | 592 |
|
|
2022
Q3 | $12K | Hold |
164
| – | – | ﹤0.01% | 620 |
|
|
2022
Q2 | $13.1K | Hold |
164
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $13K | Buy |
+164
| New | +$13K | ﹤0.01% | 673 |
|
|
2021
Q3 | $14K | Hold |
164
| – | – | 0.01% | 605 |
|
|
2021
Q2 | $15K | Hold |
164
| – | – | 0.01% | 598 |
|
|
2021
Q1 | $14K | Buy |
+164
| New | +$14K | 0.01% | 534 |
|