Western 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 | $210K | Buy |
+2,000
| New | +$210K | 0.01% | 684 |
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$219K | – | 686 |
|
2024
Q4 | $219K | Hold |
2,000
| – | – | 0.01% | 613 |
|
2024
Q3 | $230K | Buy |
+2,000
| New | +$230K | 0.01% | 678 |
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$221K | – | 663 |
|
2024
Q1 | $221K | Hold |
2,000
| – | – | 0.02% | 599 |
|
2023
Q4 | $214K | Buy |
+2,000
| New | +$214K | 0.02% | 640 |
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$211K | – | 661 |
|
2023
Q2 | $211K | Buy |
+2,000
| New | +$211K | 0.02% | 603 |
|
2022
Q4 | – | Sell |
-4,000
| Closed | -$300K | – | 674 |
|
2022
Q3 | $300K | Hold |
4,000
| – | – | 0.02% | 629 |
|
2022
Q2 | $318K | Hold |
4,000
| – | – | 0.02% | 592 |
|
2022
Q1 | $320K | Buy |
+4,000
| New | +$320K | 0.02% | 656 |
|