True Wealth Design’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47K | Hold |
14
| – | – | ﹤0.01% | 1303 |
|
|
2025
Q1 | $1.4K | Sell |
14
-1
| -7% | -$100 | ﹤0.01% | 1141 |
|
|
2024
Q4 | $1.64K | Sell |
15
-31
| -67% | -$3.39K | ﹤0.01% | 790 |
|
|
2024
Q3 | $5.29K | Sell |
46
-7,848
| -99% | -$902K | ﹤0.01% | 542 |
|
|
2024
Q2 | $788K | Buy |
7,894
+171
| +2% | +$17.1K | 0.19% | 88 |
|
|
2024
Q1 | $853K | Sell |
7,723
-111
| -1% | -$12.3K | 0.21% | 70 |
|
|
2023
Q4 | $840K | Sell |
7,834
-304
| -4% | -$32.6K | 0.24% | 56 |
|
|
2023
Q3 | $802K | Sell |
8,138
-467
| -5% | -$46K | 0.27% | 50 |
|
|
2023
Q2 | $907K | Sell |
8,605
-292
| -3% | -$30.8K | 0.33% | 35 |
|
|
2023
Q1 | $857K | Sell |
8,897
-109
| -1% | -$10.5K | 0.36% | 42 |
|
|
2022
Q4 | $776K | Buy |
+9,006
| New | +$776K | 0.36% | 59 |
|