CIBC Private Wealth Group’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
1,470
| – | – | ﹤0.01% | 764 |
|
|
2025
Q1 | $586K | Sell |
1,470
-117
| -7% | -$46.7K | ﹤0.01% | 763 |
|
|
2024
Q4 | $728K | Buy |
1,587
+16
| +1% | +$7.34K | ﹤0.01% | 775 |
|
|
2024
Q3 | $722K | Buy |
1,571
+337
| +27% | +$155K | ﹤0.01% | 764 |
|
|
2024
Q2 | $516K | Sell |
1,234
-50
| -4% | -$20.9K | ﹤0.01% | 815 |
|
|
2024
Q1 | $569K | Buy |
1,284
+2
| +0.2% | +$886 | ﹤0.01% | 801 |
|
|
2023
Q4 | $611K | Sell |
1,282
-64
| -5% | -$30.5K | ﹤0.01% | 748 |
|
|
2023
Q3 | $588K | Buy |
1,346
+805
| +149% | +$352K | ﹤0.01% | 709 |
|
|
2023
Q2 | $217K | Buy |
541
+6
| +1% | +$2.4K | ﹤0.01% | 821 |
|
|
2023
Q1 | $222K | Buy |
+535
| New | +$222K | ﹤0.01% | 825 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$20K | – | 1007 |
|
|
2022
Q2 | $20K | Sell |
51
-474
| -90% | -$186K | ﹤0.01% | 1025 |
|
|
2022
Q1 | $228K | Buy |
525
+75
| +17% | +$32.6K | ﹤0.01% | 924 |
|
|
2021
Q4 | $219K | Buy |
+450
| New | +$219K | ﹤0.01% | 951 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$79K | – | 1205 |
|
|
2018
Q2 | $79K | Sell |
400
-9
| -2% | -$1.78K | ﹤0.01% | 1073 |
|
|
2018
Q1 | $82K | Buy |
409
+9
| +2% | +$1.8K | ﹤0.01% | 1053 |
|
|
2017
Q4 | $77K | Buy |
+400
| New | +$77K | ﹤0.01% | 1080 |
|