CIBC Private Wealth Group’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
81,234
+52,031
| +178% | +$3.56M | 0.01% | 411 |
|
|
2025
Q1 | $1.81M | Sell |
29,203
-8,914
| -23% | -$552K | ﹤0.01% | 551 |
|
|
2024
Q4 | $4.23M | Sell |
38,117
-15,214
| -29% | -$1.69M | 0.01% | 450 |
|
|
2024
Q3 | $4.22M | Buy |
53,331
+53,113
| +24,364% | +$4.2M | 0.01% | 458 |
|
|
2024
Q2 | $15.6K | Sell |
218
-208
| -49% | -$14.8K | ﹤0.01% | 2129 |
|
|
2024
Q1 | $35.6K | Buy |
+426
| New | +$35.6K | ﹤0.01% | 1810 |
|