Mission Wealth Management’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
4,201
+8
| +0.2% | +$839 | 0.01% | 479 |
|
|
2025
Q1 | $419K | Buy |
4,193
+3
| +0.1% | +$299 | 0.01% | 476 |
|
|
2024
Q4 | $458K | Buy |
4,190
+3
| +0.1% | +$328 | 0.01% | 422 |
|
|
2024
Q3 | $481K | Hold |
4,187
| – | – | 0.01% | 421 |
|
|
2024
Q2 | $418K | Hold |
4,187
| – | – | 0.01% | 430 |
|
|
2024
Q1 | $463K | Hold |
4,187
| – | – | 0.01% | 426 |
|
|
2023
Q4 | $449K | Buy |
4,187
+391
| +10% | +$41.9K | 0.01% | 377 |
|
|
2023
Q3 | $374K | Hold |
3,796
| – | – | 0.01% | 388 |
|
|
2023
Q2 | $400K | Buy |
3,796
+230
| +6% | +$24.2K | 0.02% | 379 |
|
|
2023
Q1 | $343K | Hold |
3,566
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $307K | Sell |
3,566
-1,500
| -30% | -$129K | 0.01% | 402 |
|
|
2022
Q3 | $381K | Buy |
+5,066
| New | +$381K | 0.02% | 330 |
|