KPWG
KFA Private Wealth Group’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
12,440
-60
| -0.5% | -$6.29K | 0.4% | 35 |
|
|
2025
Q1 | $1.25M | Buy |
12,500
+150
| +1% | +$15K | 0.44% | 32 |
|
|
2024
Q4 | $1.35M | Buy |
12,350
+6,760
| +121% | +$739K | 0.57% | 29 |
|
|
2024
Q3 | $643K | Buy |
5,590
+64
| +1% | +$7.36K | 0.31% | 38 |
|
|
2024
Q2 | $552K | Hold |
5,526
| – | – | 0.29% | 39 |
|
|
2024
Q1 | $611K | Hold |
5,526
| – | – | 0.19% | 49 |
|
|
2023
Q4 | $592K | Hold |
5,526
| – | – | 0.21% | 40 |
|
|
2023
Q3 | $544K | Buy |
+5,526
| New | +$544K | 0.23% | 41 |
|