CIBC Private Wealth Group’s Nuveen Calif Div NZH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,896
| Closed | -$367K | – | 601 |
|
|
2016
Q3 | $367K | Sell |
23,896
-12,000
| -33% | -$184K | ﹤0.01% | 540 |
|
|
2016
Q2 | $570K | Sell |
35,896
-5,000
| -12% | -$79.4K | ﹤0.01% | 516 |
|
|
2016
Q1 | $616K | Sell |
40,896
-10,000
| -20% | -$151K | ﹤0.01% | 505 |
|
|
2015
Q4 | $720K | Sell |
50,896
-107,075
| -68% | -$1.51M | 0.01% | 479 |
|
|
2015
Q3 | $2.12M | Buy |
+157,971
| New | +$2.12M | 0.02% | 342 |
|