CIBC Private Wealth Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
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|
2025
Q1 | $586K | Sell |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $722K | Buy |
|
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|
2024
Q2 | $516K | Sell |
|
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|
2024
Q1 | $569K | Buy |
|
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $222K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $82K | Buy |
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|
2017
Q4 | $77K | Buy |
|