CIBC Private Wealth Group’s Energy Focus EFOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577 | Hold |
236
| – | – | ﹤0.01% | 2819 |
|
|
2025
Q1 | $392 | Hold |
236
| – | – | ﹤0.01% | 2913 |
|
|
2024
Q4 | $314 | Sell |
236
-14
| -6% | -$19 | ﹤0.01% | 2876 |
|
|
2024
Q3 | $298 | Hold |
250
| – | – | ﹤0.01% | 3008 |
|
|
2024
Q2 | $325 | Hold |
250
| – | – | ﹤0.01% | 3013 |
|
|
2024
Q1 | $383 | Buy |
+250
| New | +$383 | ﹤0.01% | 2956 |
|
|
2018
Q3 | – | Sell |
-24
| Closed | -$2K | – | 1163 |
|
|
2018
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 1855 |
|
|
2018
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 1794 |
|
|
2017
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1813 |
|