JFS Wealth Advisors’s CGI GIB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.8K | Hold |
113
| – | – | ﹤0.01% | 809 |
|
2025
Q1 | $11.3K | Hold |
113
| – | – | ﹤0.01% | 838 |
|
2024
Q4 | $12.4K | Hold |
113
| – | – | ﹤0.01% | 790 |
|
2024
Q3 | $13K | Hold |
113
| – | – | ﹤0.01% | 764 |
|
2024
Q2 | $11.3K | Hold |
113
| – | – | ﹤0.01% | 759 |
|
2024
Q1 | $12.5K | Hold |
113
| – | – | ﹤0.01% | 746 |
|
2023
Q4 | $12.1K | Sell |
113
-1
| -0.9% | -$107 | ﹤0.01% | 714 |
|
2023
Q3 | $11.2K | Sell |
114
-7
| -6% | -$689 | ﹤0.01% | 692 |
|
2023
Q2 | $12.8K | Sell |
121
-8
| -6% | -$844 | ﹤0.01% | 656 |
|
2023
Q1 | $12.4K | Sell |
129
-5
| -4% | -$481 | ﹤0.01% | 644 |
|
2022
Q4 | $11.5K | Sell |
134
-1
| -0.7% | -$86 | ﹤0.01% | 655 |
|
2022
Q3 | $10K | Sell |
135
-26
| -16% | -$1.93K | ﹤0.01% | 723 |
|
2022
Q2 | $13K | Sell |
161
-31
| -16% | -$2.5K | ﹤0.01% | 694 |
|
2022
Q1 | $15K | Hold |
192
| – | – | ﹤0.01% | 679 |
|
2021
Q4 | $17K | Sell |
192
-182
| -49% | -$16.1K | ﹤0.01% | 601 |
|
2021
Q3 | $32K | Buy |
+374
| New | +$32K | ﹤0.01% | 473 |
|