CIBC Private Wealth Group’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Buy |
2,736
+2,208
| +418% | +$53.4K | ﹤0.01% | 1558 |
|
|
2025
Q1 | $8.84K | Hold |
528
| – | – | ﹤0.01% | 2277 |
|
|
2024
Q4 | $12.1K | Sell |
528
-106
| -17% | -$2.43K | ﹤0.01% | 2216 |
|
|
2024
Q3 | $14.3K | Buy |
634
+106
| +20% | +$2.4K | ﹤0.01% | 2294 |
|
|
2024
Q2 | $8.53K | Sell |
528
-475
| -47% | -$7.67K | ﹤0.01% | 2339 |
|
|
2024
Q1 | $26.7K | Buy |
+1,003
| New | +$26.7K | ﹤0.01% | 1923 |
|
|
2022
Q2 | – | Sell |
-1,490
| Closed | -$148K | – | 1300 |
|
|
2022
Q1 | $148K | Buy |
1,490
+4
| +0.3% | +$397 | ﹤0.01% | 979 |
|
|
2021
Q4 | $212K | Sell |
1,486
-6,011
| -80% | -$858K | ﹤0.01% | 960 |
|
|
2021
Q3 | $946K | Sell |
7,497
-1,943
| -21% | -$245K | ﹤0.01% | 632 |
|
|
2021
Q2 | $1.04M | Buy |
+9,440
| New | +$1.04M | ﹤0.01% | 660 |
|