CIBC Private Wealth Group’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
40,532
+15,425
| +61% | +$112K | ﹤0.01% | 988 |
|
|
2025
Q1 | $138K | Hold |
25,107
| – | – | ﹤0.01% | 1219 |
|
|
2024
Q4 | $150K | Sell |
25,107
-645
| -3% | -$3.86K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $165K | Buy |
25,752
+17,588
| +215% | +$112K | ﹤0.01% | 1284 |
|
|
2024
Q2 | $50.5K | Sell |
8,164
-133
| -2% | -$822 | ﹤0.01% | 1672 |
|
|
2024
Q1 | $49.9K | Buy |
+8,297
| New | +$49.9K | ﹤0.01% | 1683 |
|
|
2022
Q3 | – | Sell |
-1,080
| Closed | -$5K | – | 913 |
|
|
2022
Q2 | $5K | Sell |
1,080
-23
| -2% | -$106 | ﹤0.01% | 1106 |
|
|
2022
Q1 | $6K | Buy |
+1,103
| New | +$6K | ﹤0.01% | 1172 |
|
|
2018
Q3 | – | Sell |
-2,437
| Closed | -$12K | – | 978 |
|
|
2018
Q2 | $12K | Sell |
2,437
-63
| -3% | -$310 | ﹤0.01% | 1510 |
|
|
2018
Q1 | $14K | Hold |
2,500
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q4 | $13K | Buy |
+2,500
| New | +$13K | ﹤0.01% | 1485 |
|