CIBC Private Wealth Group’s Definitive Healthcare DH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49
| Closed | -$263 | – | 3153 |
|
|
2024
Q2 | $263 | Sell |
49
-358
| -88% | -$1.92K | ﹤0.01% | 3037 |
|
|
2024
Q1 | $3.26K | Buy |
+407
| New | +$3.26K | ﹤0.01% | 2634 |
|
|
2023
Q3 | – | Sell |
-18,210
| Closed | -$200K | – | 1090 |
|
|
2023
Q2 | $200K | Sell |
18,210
-1,415
| -7% | -$15.6K | ﹤0.01% | 843 |
|
|
2023
Q1 | $203K | Buy |
+19,625
| New | +$203K | ﹤0.01% | 843 |
|
|
2022
Q3 | – | Sell |
-11,995
| Closed | -$275K | – | 972 |
|
|
2022
Q2 | $275K | Hold |
11,995
| – | – | ﹤0.01% | 812 |
|
|
2022
Q1 | $296K | Buy |
+11,995
| New | +$296K | ﹤0.01% | 849 |
|