CIBC Private Wealth Group’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
5,101
+305
| +6% | +$8.38K | ﹤0.01% | 1257 |
|
|
2025
Q1 | $109K | Sell |
4,796
-464
| -9% | -$10.6K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $126K | Buy |
5,260
+1,809
| +52% | +$43.3K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $73.5K | Sell |
3,451
-67,255
| -95% | -$1.43M | ﹤0.01% | 1626 |
|
|
2024
Q2 | $1.59M | Sell |
70,706
-273,851
| -79% | -$6.15M | ﹤0.01% | 579 |
|
|
2024
Q1 | $7.77M | Buy |
344,557
+99,117
| +40% | +$2.24M | 0.02% | 355 |
|
|
2023
Q4 | $5.2M | Buy |
245,440
+146,222
| +147% | +$3.1M | 0.01% | 384 |
|
|
2023
Q3 | $2.1M | Buy |
+99,218
| New | +$2.1M | 0.01% | 489 |
|