WESPAC Advisors SoCal’s CGI GIB Stock Holding History

WESPAC Advisors SoCal’s Portfolio GIB Stock Details GIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$451K	Hold
2025 Q1	$429K	Hold
2024 Q4	$470K	Hold
2024 Q3	$494K	Hold
2024 Q2	$429K	Hold
2024 Q1	$475K	Hold
2023 Q4	$461K	Hold
2023 Q3	$424K	Hold
2023 Q2	$453K	Hold
2023 Q1	$414K	Hold
2022 Q4	$370K	Hold
2022 Q3	$346K	Hold
2022 Q2	$343K	Hold
2022 Q1	$343K	Hold
2021 Q4	$370K	Hold
2021 Q3	$366K	Hold
2021 Q2	$390K	Hold
2021 Q1	$358K	Hold
2020 Q4	$341K	Hold
2020 Q3	$298K	Hold
2020 Q2	$274K	Hold
2020 Q1	$260K	Hold
2019 Q4	$360K	Hold
2019 Q3	$340K	Buy
2019 Q1	–	Sell
2018 Q4	$263K	Hold
2018 Q3	$277K	Hold
2018 Q2	$272K	Hold
2018 Q1	$247K	Hold
2017 Q4	$233K	Hold
2017 Q3	$223K	Hold
2017 Q2	$219K	Hold
2017 Q1	$206K	Hold
2016 Q4	$207K	Hold
2016 Q3	$205K	Hold
2016 Q2	$184K	Hold
2016 Q1	$205K	Hold
2015 Q4	$172K	Buy