CIBC Private Wealth Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.75K | Buy |
91
+90
| +9,000% | +$5.93K | ﹤0.01% | 2588 |
|
|
2025
Q3 | $58 | Sell |
1
-39
| -98% | -$2.1K | ﹤0.01% | 3006 |
|
|
2025
Q2 | $1.63K | Buy |
40
+30
| +300% | +$1.13K | ﹤0.01% | 2691 |
|
|
2025
Q1 | $320 | Sell |
10
-27
| -73% | -$1.29K | ﹤0.01% | 2927 |
|
|
2024
Q4 | $2.05K | Sell |
37
-217
| -85% | -$15.1K | ﹤0.01% | 2696 |
|
|
2024
Q3 | $21.1K | Buy |
254
+229
| +916% | +$18.6K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $1.87K | Buy |
25
+15
| +150% | +$1.27K | ﹤0.01% | 2770 |
|
|
2024
Q1 | $990 | Buy |
+10
| New | +$918 | ﹤0.01% | 2863 |
|
|
2018
Q3 | – | Sell |
-280
| Closed | -$34K | – | 1501 |
|
|
2018
Q2 | $34K | Buy |
280
+40
| +17% | +$4.68K | ﹤0.01% | 1265 |
|
|
2018
Q1 | $27K | Sell |
240
-14,927
| -98% | -$1.8M | ﹤0.01% | 1309 |
|
|
2017
Q4 | $1.88M | Buy |
+15,167
| New | +$1.8M | 0.01% | 532 |
|
|
2016
Q2 | – | Sell |
-56,555
| Closed | -$5.57M | – | 594 |
|
|
2016
Q1 | $5.57M | Buy |
56,555
+3,768
| +7% | +$327K | 0.04% | 252 |
|
|
2015
Q4 | $4.54M | Sell |
52,787
-2,571
| -5% | -$273K | 0.04% | 273 |
|
|
2015
Q3 | $6.64M | Buy |
55,358
+671
| +1% | +$91.1K | 0.05% | 244 |
|
|
2015
Q2 | $8.1M | Buy |
54,687
+22
| +0% | +$3.17K | 0.06% | 233 |
|
|
2015
Q1 | $7.71M | Buy |
54,665
+3,481
| +7% | +$513K | 0.06% | 237 |
|
|
2014
Q4 | $7.74M | Sell |
51,184
-2,065
| -4% | -$310K | 0.06% | 227 |
|
|
2014
Q3 | $7.97M | Sell |
53,249
-35
| -0.1% | -$5.06K | 0.06% | 222 |
|
|
2014
Q2 | $6.94M | Sell |
53,284
-246
| -0.5% | -$32.6K | 0.06% | 233 |
|
|
2014
Q1 | $7.64M | Buy |
+53,530
| New | +$7.22M | 0.07% | 217 |
|
Other funds holding PII
