VWA
V Wealth Advisors’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,483
| Closed | -$434K | – | 334 |
|
|
2019
Q4 | $434K | Hold |
5,483
| – | – | 0.16% | 154 |
|
|
2019
Q3 | $434K | Buy |
+5,483
| New | +$434K | 0.16% | 155 |
|
|
2019
Q2 | – | Sell |
-5,515
| Closed | -$393K | – | 276 |
|
|
2019
Q1 | $393K | Buy |
+5,515
| New | +$393K | 0.16% | 145 |
|