CIBC Private Wealth Group’s Klaviyo KVYO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.1K | Sell |
300
-1,310
| -81% | -$44K | ﹤0.01% | 2253 |
|
2025
Q1 | $41.9K | Sell |
1,610
-142
| -8% | -$3.7K | ﹤0.01% | 1686 |
|
2024
Q4 | $72K | Buy |
1,752
+1,102
| +170% | +$45.3K | ﹤0.01% | 1542 |
|
2024
Q3 | $23K | Sell |
650
-68
| -9% | -$2.41K | ﹤0.01% | 2097 |
|
2024
Q2 | $17.6K | Sell |
718
-48
| -6% | -$1.18K | ﹤0.01% | 2082 |
|
2024
Q1 | $19.5K | Buy |
+766
| New | +$19.5K | ﹤0.01% | 2057 |
|