CIBC Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Hold |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $251K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $305K | Hold |
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|
2017
Q1 | $283K | Hold |
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|
2016
Q4 | $298K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $278K | Hold |
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|
2015
Q2 | $293K | Buy |
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|
2015
Q1 | $237K | Buy |
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