CIBC Private Wealth Group’s Heliogen, Inc. HLGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,389
| Closed | -$36.8K | – | 3077 |
|
|
2023
Q4 | $36.8K | Hold |
18,389
| – | – | ﹤0.01% | 1114 |
|
|
2023
Q3 | $69.5K | Buy |
+18,389
| New | +$69.5K | ﹤0.01% | 1046 |
|
|
2023
Q1 | – | Sell |
-18,390
| Closed | -$449K | – | 946 |
|
|
2022
Q4 | $449K | Hold |
18,390
| – | – | ﹤0.01% | 633 |
|
|
2022
Q3 | $1.2M | Buy |
+18,390
| New | +$1.2M | ﹤0.01% | 556 |
|