Valeo Financial Advisors’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-464
| Closed | -$39K | – | 949 |
|
|
2021
Q1 | $39K | Buy |
464
+26
| +6% | +$2.19K | ﹤0.01% | 920 |
|
|
2020
Q4 | $35K | Sell |
438
-79
| -15% | -$6.31K | ﹤0.01% | 872 |
|
|
2020
Q3 | $35K | Buy |
517
+420
| +433% | +$28.4K | ﹤0.01% | 738 |
|
|
2020
Q2 | $6K | Buy |
97
+5
| +5% | +$309 | ﹤0.01% | 1375 |
|
|
2020
Q1 | $5K | Buy |
92
+32
| +53% | +$1.74K | ﹤0.01% | 1247 |
|
|
2019
Q4 | $5K | Sell |
60
-11
| -15% | -$917 | ﹤0.01% | 1262 |
|
|
2019
Q3 | $6K | Hold |
71
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q1 | $5K | Buy |
71
+1
| +1% | +$70 | ﹤0.01% | 1155 |
|
|
2018
Q4 | $4K | Buy |
70
+17
| +32% | +$971 | ﹤0.01% | 1127 |
|
|
2018
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1335 |
|
|
2018
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 1250 |
|
|
2017
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1108 |
|