Lenox Wealth Management’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.35M | Sell |
21,406
-7,515
| -26% | -$473K | 0.41% | 45 |
|
|
2020
Q1 | $1.57M | Buy |
28,921
+231
| +0.8% | +$12.6K | 0.54% | 34 |
|
|
2019
Q4 | $2.4M | Sell |
28,690
-918
| -3% | -$76.9K | 0.67% | 34 |
|
|
2019
Q3 | $2.34M | Buy |
29,608
+71
| +0.2% | +$5.62K | 0.68% | 34 |
|
|
2019
Q2 | $2.27M | Sell |
29,537
-627
| -2% | -$48.1K | 0.68% | 35 |
|
|
2019
Q1 | $2.07M | Buy |
30,164
+66
| +0.2% | +$4.54K | 0.65% | 37 |
|
|
2018
Q4 | $1.84M | Sell |
30,098
-2,733
| -8% | -$167K | 0.62% | 39 |
|
|
2018
Q3 | $2.12M | Buy |
32,831
+259
| +0.8% | +$16.7K | 0.63% | 38 |
|
|
2018
Q2 | $2.06M | Buy |
32,572
+6
| +0% | +$380 | 0.66% | 36 |
|
|
2018
Q1 | $1.88M | Sell |
32,566
-1,403
| -4% | -$80.9K | 0.6% | 36 |
|
|
2017
Q4 | $1.85M | Buy |
33,969
+7,311
| +27% | +$397K | 0.56% | 39 |
|
|
2017
Q3 | $1.38M | Buy |
26,658
+6,393
| +32% | +$331K | 0.47% | 48 |
|
|
2017
Q2 | $1.04M | Buy |
+20,265
| New | +$1.04M | 0.42% | 49 |
|