CIBC Private Wealth Group’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Buy |
8,244
+967
| +13% | +$86.5K | ﹤0.01% | 729 |
|
|
2025
Q1 | $483K | Sell |
7,277
-2,274
| -24% | -$151K | ﹤0.01% | 823 |
|
|
2024
Q4 | $745K | Sell |
9,551
-195
| -2% | -$15.2K | ﹤0.01% | 768 |
|
|
2024
Q3 | $712K | Buy |
9,746
+3,510
| +56% | +$256K | ﹤0.01% | 770 |
|
|
2024
Q2 | $377K | Buy |
6,236
+76
| +1% | +$4.59K | ﹤0.01% | 901 |
|
|
2024
Q1 | $384K | Sell |
6,160
-814
| -12% | -$50.7K | ﹤0.01% | 902 |
|
|
2023
Q4 | $405K | Buy |
6,974
+458
| +7% | +$26.6K | ﹤0.01% | 845 |
|
|
2023
Q3 | $317K | Buy |
6,516
+2,253
| +53% | +$109K | ﹤0.01% | 871 |
|
|
2023
Q2 | $213K | Hold |
4,263
| – | – | ﹤0.01% | 828 |
|
|
2023
Q1 | $233K | Sell |
4,263
-2,178
| -34% | -$119K | ﹤0.01% | 816 |
|
|
2022
Q4 | $395K | Hold |
6,441
| – | – | ﹤0.01% | 651 |
|
|
2022
Q3 | $365K | Sell |
6,441
-666
| -9% | -$37.7K | ﹤0.01% | 754 |
|
|
2022
Q2 | $361K | Sell |
7,107
-4,110
| -37% | -$209K | ﹤0.01% | 767 |
|
|
2022
Q1 | $667K | Buy |
11,217
+3,999
| +55% | +$238K | ﹤0.01% | 700 |
|
|
2021
Q4 | $505K | Buy |
+7,218
| New | +$505K | ﹤0.01% | 773 |
|
|
2018
Q3 | – | Sell |
-2,112
| Closed | -$64K | – | 1441 |
|
|
2018
Q2 | $64K | Hold |
2,112
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q1 | $61K | Sell |
2,112
-33
| -2% | -$953 | ﹤0.01% | 1111 |
|
|
2017
Q4 | $55K | Buy |
+2,145
| New | +$55K | ﹤0.01% | 1163 |
|