CWM
XYZ
CIBC World Markets’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
23,296
-1,969
| -8% | -$134K | 0.01% | 550 |
|
|
2025
Q1 | $1.37M | Buy |
25,265
+139
| +0.6% | +$7.55K | 0.01% | 586 |
|
|
2024
Q4 | $2.14M | Sell |
25,126
-7,305
| -23% | -$621K | 0.01% | 528 |
|
|
2024
Q3 | $2.18M | Buy |
32,431
+2,495
| +8% | +$167K | 0.02% | 504 |
|
|
2024
Q2 | $1.93M | Buy |
29,936
+7,272
| +32% | +$469K | 0.01% | 504 |
|
|
2024
Q1 | $1.92M | Buy |
22,664
+7,357
| +48% | +$622K | 0.01% | 515 |
|
|
2023
Q4 | $1.18M | Buy |
+15,307
| New | +$1.18M | 0.01% | 594 |
|
|
2023
Q1 | – | Sell |
-146,000
| Closed | -$9.17M | – | 678 |
|
|
2022
Q4 | $9.17M | Hold |
146,000
| – | – | 0.06% | 213 |
|
|
2022
Q3 | $8.03M | Buy |
+146,000
| New | +$8.03M | 0.11% | 106 |
|
|
2021
Q4 | – | Sell |
-55,200
| Closed | -$13.2M | – | 652 |
|
|
2021
Q3 | $13.2M | Buy |
+55,200
| New | +$13.2M | 0.09% | 163 |
|
|
2019
Q3 | – | Sell |
-318,800
| Closed | -$23.1M | – | 627 |
|
|
2019
Q2 | $23.1M | Buy |
+318,800
| New | +$23.1M | 0.18% | 113 |
|