CIBC Private Wealth Group’s Stem STEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97K | Hold |
476
| – | – | ﹤0.01% | 2564 |
|
|
2025
Q1 | $3.26K | Hold |
476
| – | – | ﹤0.01% | 2572 |
|
|
2024
Q4 | $7.94K | Sell |
476
-50
| -10% | -$834 | ﹤0.01% | 2338 |
|
|
2024
Q3 | $3.66K | Hold |
526
| – | – | ﹤0.01% | 2685 |
|
|
2024
Q2 | $12K | Hold |
526
| – | – | ﹤0.01% | 2227 |
|
|
2024
Q1 | $22.2K | Sell |
526
-14
| -3% | -$591 | ﹤0.01% | 2008 |
|
|
2023
Q4 | $41.9K | Sell |
540
-110,237
| -100% | -$8.55M | ﹤0.01% | 1112 |
|
|
2023
Q3 | $9.39M | Sell |
110,777
-29,443
| -21% | -$2.5M | 0.02% | 317 |
|
|
2023
Q2 | $16M | Buy |
140,220
+58,326
| +71% | +$6.67M | 0.04% | 284 |
|
|
2023
Q1 | $119M | Buy |
81,894
+17,938
| +28% | +$26.2M | 0.26% | 91 |
|
|
2022
Q4 | $11.4M | Buy |
63,956
+13,430
| +27% | +$2.4M | 0.04% | 253 |
|
|
2022
Q3 | $13.5M | Sell |
50,526
-34,308
| -40% | -$9.15M | 0.04% | 262 |
|
|
2022
Q2 | $12.1M | Buy |
84,834
+18,428
| +28% | +$2.64M | 0.03% | 288 |
|
|
2022
Q1 | $14.6M | Buy |
66,406
+65,858
| +12,018% | +$14.5M | 0.03% | 287 |
|
|
2021
Q4 | $208K | Buy |
+548
| New | +$208K | ﹤0.01% | 966 |
|
|
2021
Q1 | – | Sell |
-5,000
| Closed | -$2.05M | – | 1051 |
|
|
2020
Q4 | $2.05M | Buy |
+5,000
| New | +$2.05M | 0.01% | 511 |
|