CIBC Private Wealth Group’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Sell |
52,364
-14,683
| -22% | -$8.47M | 0.05% | 241 |
|
|
2025
Q1 | $34M | Sell |
67,047
-348
| -0.5% | -$176K | 0.07% | 200 |
|
|
2024
Q4 | $40.6M | Sell |
67,395
-1,087
| -2% | -$655K | 0.07% | 195 |
|
|
2024
Q3 | $39.9M | Buy |
68,482
+236
| +0.3% | +$138K | 0.07% | 203 |
|
|
2024
Q2 | $33.6M | Buy |
68,246
+5,862
| +9% | +$2.89M | 0.06% | 209 |
|
|
2024
Q1 | $34.6M | Sell |
62,384
-26,368
| -30% | -$14.6M | 0.07% | 207 |
|
|
2023
Q4 | $50.2M | Buy |
88,752
+1,198
| +1% | +$678K | 0.11% | 163 |
|
|
2023
Q3 | $44.9M | Buy |
87,554
+113
| +0.1% | +$58K | 0.11% | 164 |
|
|
2023
Q2 | $41M | Buy |
87,441
+25,315
| +41% | +$11.9M | 0.09% | 188 |
|
|
2023
Q1 | $22.9M | Sell |
62,126
-756
| -1% | -$278K | 0.05% | 234 |
|
|
2022
Q4 | $27.5M | Buy |
62,882
+1,216
| +2% | +$532K | 0.09% | 144 |
|
|
2022
Q3 | $26M | Buy |
61,666
+622
| +1% | +$262K | 0.07% | 187 |
|
|
2022
Q2 | $25.2M | Sell |
61,044
-5,125
| -8% | -$2.11M | 0.07% | 203 |
|
|
2022
Q1 | $33.3M | Sell |
66,169
-41
| -0.1% | -$20.6K | 0.07% | 188 |
|
|
2021
Q4 | $40.6M | Sell |
66,210
-54
| -0.1% | -$33.1K | 0.08% | 170 |
|
|
2021
Q3 | $40.3M | Sell |
66,264
-896
| -1% | -$545K | 0.09% | 162 |
|
|
2021
Q2 | $35.8M | Sell |
67,160
-1,344
| -2% | -$716K | 0.08% | 179 |
|
|
2021
Q1 | $28.7M | Sell |
68,504
-4,840
| -7% | -$2.03M | 0.07% | 195 |
|
|
2020
Q4 | $32.8M | Sell |
73,344
-2,065
| -3% | -$922K | 0.09% | 177 |
|
|
2020
Q3 | $26.9M | Sell |
75,409
-1,672
| -2% | -$597K | 0.08% | 171 |
|
|
2020
Q2 | $25.7M | Sell |
77,081
-3,958
| -5% | -$1.32M | 0.13% | 120 |
|
|
2020
Q1 | $23.4M | Sell |
81,039
-182
| -0.2% | -$52.6K | 0.1% | 156 |
|
|
2019
Q4 | $21M | Sell |
81,221
-1,588
| -2% | -$410K | 0.07% | 199 |
|
|
2019
Q3 | $18M | Buy |
82,809
+11,448
| +16% | +$2.49M | 0.06% | 208 |
|
|
2019
Q2 | $17M | Sell |
71,361
-3,513
| -5% | -$839K | 0.06% | 230 |
|
|
2019
Q1 | $14.9M | Buy |
74,874
+47
| +0.1% | +$9.35K | 0.06% | 239 |
|
|
2018
Q4 | $11M | Sell |
74,827
-218
| -0.3% | -$32.1K | 0.05% | 254 |
|
|
2018
Q3 | $13.3M | Buy |
75,045
+1,469
| +2% | +$261K | 0.05% | 264 |
|
|
2018
Q2 | $12.2M | Sell |
73,576
-3,941
| -5% | -$652K | 0.05% | 267 |
|
|
2018
Q1 | $11.6M | Buy |
77,517
+13,737
| +22% | +$2.05M | 0.05% | 273 |
|
|
2017
Q4 | $8.07M | Buy |
63,780
+347
| +0.5% | +$43.9K | 0.03% | 305 |
|
|
2017
Q3 | $7.42M | Sell |
63,433
-169
| -0.3% | -$19.8K | 0.03% | 304 |
|
|
2017
Q2 | $6.55M | Buy |
63,602
+2,975
| +5% | +$306K | 0.04% | 258 |
|
|
2017
Q1 | $5.89M | Buy |
+60,627
| New | +$5.89M | 0.04% | 271 |
|