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