CIBC Private Wealth Group’s Power REIT PW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,702
| Closed | -$4.18K | – | 3270 |
|
|
2024
Q2 | $4.18K | Hold |
4,702
| – | – | ﹤0.01% | 2563 |
|
|
2024
Q1 | $2.93K | Buy |
+4,702
| New | +$2.93K | ﹤0.01% | 2656 |
|
|
2022
Q3 | – | Sell |
-5,702
| Closed | -$73K | – | 1133 |
|
|
2022
Q2 | $73K | Buy |
5,702
+1,350
| +31% | +$17.3K | ﹤0.01% | 945 |
|
|
2022
Q1 | $171K | Hold |
4,352
| – | – | ﹤0.01% | 971 |
|
|
2021
Q4 | $300K | Buy |
+4,352
| New | +$300K | ﹤0.01% | 877 |
|
|
2021
Q3 | – | Sell |
-10,782
| Closed | -$433K | – | 1006 |
|
|
2021
Q2 | $433K | Buy |
10,782
+1,430
| +15% | +$57.4K | ﹤0.01% | 826 |
|
|
2021
Q1 | $423K | Buy |
+9,352
| New | +$423K | ﹤0.01% | 838 |
|