CIBC Private Wealth Group’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
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|
2025
Q1 | $11.8K | Buy |
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|
2024
Q4 | $10.3K | Hold |
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|
2024
Q3 | $7.51K | Sell |
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|
2024
Q2 | $11.5K | Hold |
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|
2024
Q1 | $10.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $312K | Hold |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q4 | $397K | Buy |
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