CIBC Private Wealth Group’s Financial Institutions FISI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-136
Closed -$3.57K 3159
2024
Q4
$3.57K Hold
136
﹤0.01% 2575
2024
Q3
$3.46K Hold
136
﹤0.01% 2700
2024
Q2
$2.57K Hold
136
﹤0.01% 2707
2024
Q1
$2.49K Buy
+136
New +$2.49K ﹤0.01% 2701