CIBC Private Wealth Group’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7K | Sell |
332
-3
| -0.9% | -$106 | ﹤0.01% | 2194 |
|
|
2025
Q1 | $11.8K | Buy |
335
+140
| +72% | +$4.91K | ﹤0.01% | 2185 |
|
|
2024
Q4 | $10.3K | Hold |
195
| – | – | ﹤0.01% | 2256 |
|
|
2024
Q3 | $7.51K | Sell |
195
-125
| -39% | -$4.81K | ﹤0.01% | 2482 |
|
|
2024
Q2 | $11.5K | Hold |
320
| – | – | ﹤0.01% | 2239 |
|
|
2024
Q1 | $10.3K | Buy |
+320
| New | +$10.3K | ﹤0.01% | 2263 |
|
|
2023
Q3 | – | Sell |
-14,240
| Closed | -$278K | – | 1131 |
|
|
2023
Q2 | $278K | Hold |
14,240
| – | – | ﹤0.01% | 787 |
|
|
2023
Q1 | $489K | Hold |
14,240
| – | – | ﹤0.01% | 713 |
|
|
2022
Q4 | $207K | Buy |
+14,240
| New | +$207K | ﹤0.01% | 727 |
|
|
2022
Q2 | – | Sell |
-14,720
| Closed | -$226K | – | 1305 |
|
|
2022
Q1 | $226K | Buy |
+14,720
| New | +$226K | ﹤0.01% | 929 |
|
|
2021
Q4 | – | Sell |
-14,220
| Closed | -$273K | – | 1047 |
|
|
2021
Q3 | $273K | Hold |
14,220
| – | – | ﹤0.01% | 838 |
|
|
2021
Q2 | $312K | Hold |
14,220
| – | – | ﹤0.01% | 885 |
|
|
2021
Q1 | $313K | Buy |
14,220
+2,835
| +25% | +$62.4K | ﹤0.01% | 894 |
|
|
2020
Q4 | $397K | Buy |
+11,385
| New | +$397K | ﹤0.01% | 817 |
|