CIBC Private Wealth Group’s XP XP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.95K Buy
245
+138
+129% +$2.79K ﹤0.01% 2452
2025
Q1
$1.36K Hold
107
﹤0.01% 2764
2024
Q4
$1.18K Hold
107
﹤0.01% 2773
2024
Q3
$1.92K Sell
107
-261
-71% -$4.68K ﹤0.01% 2810
2024
Q2
$6.28K Hold
368
﹤0.01% 2449
2024
Q1
$9.28K Buy
+368
New +$9.28K ﹤0.01% 2305
2022
Q3
Sell
-261
Closed -$5K 1214
2022
Q2
$5K Hold
261
﹤0.01% 1116
2022
Q1
$8K Buy
+261
New +$8K ﹤0.01% 1161