CIBC Private Wealth Group’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.4K | Buy |
5,025
+19
| +0.4% | +$353 | ﹤0.01% | 1418 |
|
|
2025
Q1 | $63.5K | Sell |
5,006
-2,317
| -32% | -$29.4K | ﹤0.01% | 1547 |
|
|
2024
Q4 | $96.6K | Sell |
7,323
-454
| -6% | -$5.99K | ﹤0.01% | 1429 |
|
|
2024
Q3 | $94.5K | Buy |
7,777
+199
| +3% | +$2.42K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $87K | Buy |
7,578
+6,429
| +560% | +$73.8K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $10.7K | Buy |
+1,149
| New | +$10.7K | ﹤0.01% | 2250 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 937 |
|
|
2022
Q2 | $0 | Sell |
1
-560
| -100% | – | ﹤0.01% | 1197 |
|
|
2022
Q1 | $4K | Buy |
+561
| New | +$4K | ﹤0.01% | 1194 |
|