CIBC Private Wealth Group’s Advantage Solutions ADV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,112
Closed -$2.93K 3083
2024
Q4
$2.93K Hold
1,112
﹤0.01% 2620
2024
Q3
$3.81K Hold
1,112
﹤0.01% 2670
2024
Q2
$3.69K Hold
1,112
﹤0.01% 2614
2024
Q1
$4.77K Buy
+1,112
New +$4.77K ﹤0.01% 2519