Integrated Wealth Concepts’s CAE Inc CAE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
11,498
+529
+5% +$15.5K ﹤0.01% 1494
2025
Q1
$270K Sell
10,969
-433
-4% -$10.6K ﹤0.01% 1468
2024
Q4
$289K Buy
11,402
+21
+0.2% +$533 ﹤0.01% 1389
2024
Q3
$213K Sell
11,381
-294
-3% -$5.51K ﹤0.01% 1529
2024
Q2
$217K Hold
11,675
﹤0.01% 1484
2024
Q1
$241K Buy
+11,675
New +$241K ﹤0.01% 1436