CIBC Private Wealth Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,083
| Closed | -$32K | – | 2200 |
|
|
2018
Q1 | $32K | Hold |
1,083
| – | – | ﹤0.01% | 1270 |
|
|
2017
Q4 | $33K | Buy |
+1,083
| New | +$33K | ﹤0.01% | 1297 |
|
|
2017
Q2 | – | Sell |
-16,436
| Closed | -$450K | – | 631 |
|
|
2017
Q1 | $450K | Buy |
16,436
+1,786
| +12% | +$48.9K | ﹤0.01% | 527 |
|
|
2016
Q4 | $381K | Hold |
14,650
| – | – | ﹤0.01% | 539 |
|
|
2016
Q3 | $369K | Buy |
14,650
+3,650
| +33% | +$91.9K | ﹤0.01% | 539 |
|
|
2016
Q2 | $273K | Buy |
+11,000
| New | +$273K | ﹤0.01% | 571 |
|