CIBC Private Wealth Group’s Volta Inc. VLTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,600
| Closed | -$4 | – | 950 |
|
|
2022
Q4 | $4 | Buy |
12,600
+1,275
| +11% | – | ﹤0.01% | 857 |
|
|
2022
Q3 | $14K | Buy |
+11,325
| New | +$14K | ﹤0.01% | 902 |
|
|
2021
Q4 | – | Sell |
-500,000
| Closed | -$4.33M | – | 1061 |
|
|
2021
Q3 | $4.33M | Hold |
500,000
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $5.02M | Hold |
500,000
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $5.48M | Sell |
500,000
-500,000
| -50% | -$5.48M | 0.01% | 389 |
|
|
2020
Q4 | $10.7M | Buy |
+1,000,000
| New | +$10.7M | 0.03% | 323 |
|