CIBC Private Wealth Group’s New England Realty Associates NEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,045
| Closed | -$774K | – | 2043 |
|
|
2018
Q1 | $774K | Sell |
11,045
-282
| -2% | -$19.8K | ﹤0.01% | 688 |
|
|
2017
Q4 | $831K | Sell |
11,327
-1,500
| -12% | -$110K | ﹤0.01% | 690 |
|
|
2017
Q3 | $891K | Sell |
12,827
-1,500
| -10% | -$104K | ﹤0.01% | 666 |
|
|
2017
Q2 | $1.02M | Sell |
14,327
-3,355
| -19% | -$240K | 0.01% | 458 |
|
|
2017
Q1 | $1.22M | Hold |
17,682
| – | – | 0.01% | 430 |
|
|
2016
Q4 | $1.08M | Hold |
17,682
| – | – | 0.01% | 449 |
|
|
2016
Q3 | $1.07M | Hold |
17,682
| – | – | 0.01% | 446 |
|
|
2016
Q2 | $1.03M | Hold |
17,682
| – | – | 0.01% | 450 |
|
|
2016
Q1 | $953K | Hold |
17,682
| – | – | 0.01% | 445 |
|
|
2015
Q4 | $897K | Hold |
17,682
| – | – | 0.01% | 454 |
|
|
2015
Q3 | $841K | Hold |
17,682
| – | – | 0.01% | 465 |
|
|
2015
Q2 | $884K | Hold |
17,682
| – | – | 0.01% | 481 |
|
|
2015
Q1 | $873K | Hold |
17,682
| – | – | 0.01% | 481 |
|
|
2014
Q4 | $862K | Hold |
17,682
| – | – | 0.01% | 482 |
|
|
2014
Q3 | $836K | Hold |
17,682
| – | – | 0.01% | 470 |
|
|
2014
Q2 | $869K | Hold |
17,682
| – | – | 0.01% | 465 |
|
|
2014
Q1 | $828K | Buy |
+17,682
| New | +$828K | 0.01% | 460 |
|