WFG Advisors’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Buy |
210
+58
| +38% | +$3.04K | ﹤0.01% | 1106 |
|
|
2017
Q1 | $7K | Sell |
152
-58
| -28% | -$2.67K | ﹤0.01% | 1152 |
|
|
2016
Q4 | $10K | Buy |
210
+58
| +38% | +$2.76K | ﹤0.01% | 1100 |
|
|
2016
Q3 | $7K | Sell |
152
-11
| -7% | -$507 | ﹤0.01% | 1217 |
|
|
2016
Q2 | $7K | Hold |
163
| – | – | ﹤0.01% | 1166 |
|
|
2016
Q1 | $8K | Buy |
163
+11
| +7% | +$540 | ﹤0.01% | 1096 |
|
|
2015
Q4 | $6K | Hold |
152
| – | – | ﹤0.01% | 1180 |
|
|
2015
Q3 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 1212 |
|
|
2015
Q1 | – | Sell |
-11
| Closed | – | – | 1873 |
|
|
2014
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2115 |
|
|
2014
Q1 | – | Sell |
-273
| Closed | -$9K | – | 2060 |
|
|
2013
Q4 | $9K | Sell |
273
-6
| -2% | -$198 | ﹤0.01% | 1608 |
|
|
2013
Q3 | $10K | Sell |
279
-279
| -50% | -$10K | ﹤0.01% | 1515 |
|
|
2013
Q2 | $16K | Buy |
+558
| New | +$16K | ﹤0.01% | 1287 |
|