CIBC Private Wealth Group’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
1,553
-1,521
| -49% | -$306K | ﹤0.01% | 962 |
|
|
2025
Q1 | $498K | Buy |
3,074
+76
| +3% | +$12.3K | ﹤0.01% | 812 |
|
|
2024
Q4 | $478K | Buy |
2,998
+1,814
| +153% | +$290K | ﹤0.01% | 877 |
|
|
2024
Q3 | $202K | Buy |
1,184
+124
| +12% | +$21.2K | ﹤0.01% | 1181 |
|
|
2024
Q2 | $178K | Buy |
1,060
+6
| +0.6% | +$1.01K | ﹤0.01% | 1151 |
|
|
2024
Q1 | $164K | Buy |
+1,054
| New | +$164K | ﹤0.01% | 1202 |
|
|
2015
Q4 | – | Sell |
-14,870
| Closed | -$684K | – | 602 |
|
|
2015
Q3 | $684K | Sell |
14,870
-762
| -5% | -$35.1K | 0.01% | 487 |
|
|
2015
Q2 | $680K | Sell |
15,632
-8,721
| -36% | -$379K | ﹤0.01% | 519 |
|
|
2015
Q1 | $1.13M | Sell |
24,353
-334
| -1% | -$15.5K | 0.01% | 451 |
|
|
2014
Q4 | $1.14M | Buy |
24,687
+3,028
| +14% | +$139K | 0.01% | 454 |
|
|
2014
Q3 | $901K | Buy |
21,659
+1,186
| +6% | +$49.3K | 0.01% | 463 |
|
|
2014
Q2 | $851K | Buy |
+20,473
| New | +$851K | 0.01% | 469 |
|