CIBC Private Wealth Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
116,804
+12,403
| +12% | +$344K | 0.01% | 484 |
|
|
2025
Q1 | $2.5M | Buy |
104,401
+1,605
| +2% | +$38.5K | 0.01% | 504 |
|
|
2024
Q4 | $2.79M | Sell |
102,796
-20,615
| -17% | -$560K | 0.01% | 506 |
|
|
2024
Q3 | $4.09M | Sell |
123,411
-83,947
| -40% | -$2.78M | 0.01% | 461 |
|
|
2024
Q2 | $3.91M | Buy |
207,358
+1,772
| +0.9% | +$33.4K | 0.01% | 439 |
|
|
2024
Q1 | $4.28M | Buy |
205,586
+13,780
| +7% | +$287K | 0.01% | 426 |
|
|
2023
Q4 | $3.96M | Buy |
191,806
+26,974
| +16% | +$557K | 0.01% | 418 |
|
|
2023
Q3 | $3.14M | Sell |
164,832
-9,544
| -5% | -$182K | 0.01% | 437 |
|
|
2023
Q2 | $4.04M | Buy |
+174,376
| New | +$4.04M | 0.01% | 423 |
|