CIBC Private Wealth Group’s NV5 Global NVEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
4,433
-5,505
| -55% | -$127K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $153K | Buy |
9,938
+3,585
| +56% | +$55.3K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $122K | Buy |
6,353
+1,997
| +46% | +$38.2K | ﹤0.01% | 1347 |
|
|
2024
Q3 | $102K | Buy |
+4,356
| New | +$102K | ﹤0.01% | 1472 |
|
|
2018
Q3 | – | Sell |
-118,248
| Closed | -$2.05M | – | 1459 |
|
|
2018
Q2 | $2.05M | Buy |
+118,248
| New | +$2.05M | 0.01% | 486 |
|