MorganRosel 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 | $2.31K | Hold |
22
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $2.2K | Buy |
+22
| New | +$2.2K | ﹤0.01% | 311 |
|
|
2024
Q1 | – | Sell |
-6,062
| Closed | -$650K | – | 109 |
|
|
2023
Q4 | $650K | Sell |
6,062
-1,967
| -24% | -$211K | 0.25% | 67 |
|
|
2023
Q3 | $791K | Buy |
8,029
+1,790
| +29% | +$176K | 0.33% | 50 |
|
|
2023
Q2 | $658K | Buy |
+6,239
| New | +$658K | 0.27% | 66 |
|