CIBC Private Wealth Group’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
2,907
-501
| -15% | -$89.5K | ﹤0.01% | 826 |
|
|
2025
Q1 | $498K | Buy |
3,408
+16
| +0.5% | +$2.34K | ﹤0.01% | 813 |
|
|
2024
Q4 | $615K | Sell |
3,392
-5,269
| -61% | -$955K | ﹤0.01% | 809 |
|
|
2024
Q3 | $1.96M | Sell |
8,661
-1,689
| -16% | -$382K | ﹤0.01% | 570 |
|
|
2024
Q2 | $2.24M | Sell |
10,350
-1,462
| -12% | -$317K | ﹤0.01% | 521 |
|
|
2024
Q1 | $2.99M | Sell |
11,812
-4,521
| -28% | -$1.14M | 0.01% | 480 |
|
|
2023
Q4 | $3.71M | Buy |
16,333
+356
| +2% | +$80.9K | 0.01% | 427 |
|
|
2023
Q3 | $3.22M | Sell |
15,977
-3,388
| -17% | -$684K | 0.01% | 434 |
|
|
2023
Q2 | $3.55M | Sell |
19,365
-302,214
| -94% | -$55.5M | 0.01% | 437 |
|
|
2023
Q1 | $62.7M | Sell |
321,579
-6,744
| -2% | -$1.31M | 0.14% | 153 |
|
|
2022
Q4 | $28.4M | Sell |
328,323
-123,734
| -27% | -$10.7M | 0.1% | 141 |
|
|
2022
Q3 | $70.6M | Sell |
452,057
-6,508
| -1% | -$1.02M | 0.19% | 116 |
|
|
2022
Q2 | $72.3M | Sell |
458,565
-26,173
| -5% | -$4.12M | 0.19% | 117 |
|
|
2022
Q1 | $86.7M | Buy |
484,738
+13,849
| +3% | +$2.48M | 0.19% | 113 |
|
|
2021
Q4 | $96.4M | Buy |
470,889
+130,660
| +38% | +$26.8M | 0.2% | 114 |
|
|
2021
Q3 | $61.9M | Sell |
340,229
-1,516
| -0.4% | -$276K | 0.14% | 134 |
|
|
2021
Q2 | $59.7M | Buy |
341,745
+4,063
| +1% | +$710K | 0.14% | 142 |
|
|
2021
Q1 | $56M | Buy |
337,682
+202,906
| +151% | +$33.6M | 0.14% | 143 |
|
|
2020
Q4 | $17.8M | Sell |
134,776
-2,067
| -2% | -$272K | 0.05% | 252 |
|
|
2020
Q3 | $16.4M | Sell |
136,843
-1,664
| -1% | -$199K | 0.05% | 233 |
|
|
2020
Q2 | $16.1M | Sell |
138,507
-2,960
| -2% | -$344K | 0.08% | 169 |
|
|
2020
Q1 | $13.2M | Sell |
141,467
-650,883
| -82% | -$60.7M | 0.06% | 214 |
|
|
2019
Q4 | $113M | Buy |
792,350
+7,875
| +1% | +$1.12M | 0.37% | 82 |
|
|
2019
Q3 | $96.7M | Buy |
784,475
+231,332
| +42% | +$28.5M | 0.34% | 86 |
|
|
2019
Q2 | $61.4M | Buy |
553,143
+548,948
| +13,086% | +$60.9M | 0.22% | 115 |
|
|
2019
Q1 | $404K | Buy |
+4,195
| New | +$404K | ﹤0.01% | 764 |
|
|
2018
Q3 | – | Sell |
-519
| Closed | -$42K | – | 1076 |
|
|
2018
Q2 | $42K | Buy |
519
+19
| +4% | +$1.54K | ﹤0.01% | 1208 |
|
|
2018
Q1 | $35K | Hold |
500
| – | – | ﹤0.01% | 1242 |
|
|
2017
Q4 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 1260 |
|