AE Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,602
| Closed | -$282K | – | 2130 |
|
|
2024
Q3 | $282K | Sell |
4,602
-191
| -4% | -$11.7K | ﹤0.01% | 1051 |
|
|
2024
Q2 | $228K | Buy |
4,793
+70
| +1% | +$3.33K | ﹤0.01% | 1120 |
|
|
2024
Q1 | $240K | Sell |
4,723
-37,204
| -89% | -$1.89M | ﹤0.01% | 1036 |
|
|
2023
Q4 | $1.92M | Buy |
41,927
+18,946
| +82% | +$867K | 0.01% | 922 |
|
|
2023
Q3 | $887K | Sell |
22,981
-2,551
| -10% | -$98.5K | 0.01% | 1141 |
|
|
2023
Q2 | $1.09M | Sell |
25,532
-48,172
| -65% | -$2.06M | 0.01% | 1054 |
|
|
2023
Q1 | $3.13M | Buy |
73,704
+9,562
| +15% | +$406K | 0.02% | 648 |
|
|
2022
Q4 | $2.59M | Buy |
64,142
+10,815
| +20% | +$437K | 0.02% | 654 |
|
|
2022
Q3 | $2.33M | Buy |
53,327
+5,086
| +11% | +$223K | 0.02% | 646 |
|
|
2022
Q2 | $2.34M | Buy |
48,241
+403
| +0.8% | +$19.6K | 0.02% | 619 |
|
|
2022
Q1 | $2.91M | Buy |
47,838
+3,584
| +8% | +$218K | 0.02% | 596 |
|
|
2021
Q4 | $2.58M | Sell |
44,254
-1,394
| -3% | -$81.2K | 0.02% | 618 |
|
|
2021
Q3 | $2.54M | Buy |
45,648
+5,974
| +15% | +$332K | 0.02% | 570 |
|
|
2021
Q2 | $2.26M | Buy |
39,674
+16,656
| +72% | +$948K | 0.02% | 601 |
|
|
2021
Q1 | $1.13M | Sell |
23,018
-2,054
| -8% | -$100K | 0.01% | 725 |
|
|
2020
Q4 | $1.07M | Sell |
25,072
-6,358
| -20% | -$272K | 0.01% | 690 |
|
|
2020
Q3 | $1.17M | Sell |
31,430
-4,928
| -14% | -$184K | 0.02% | 588 |
|
|
2020
Q2 | $1.22M | Buy |
36,358
+1,864
| +5% | +$62.4K | 0.02% | 555 |
|
|
2020
Q1 | $1M | Buy |
34,494
+484
| +1% | +$14K | 0.02% | 484 |
|
|
2019
Q4 | $1.42M | Buy |
34,010
+10,962
| +48% | +$456K | 0.03% | 446 |
|
|
2019
Q3 | $951K | Buy |
23,048
+2,790
| +14% | +$115K | 0.03% | 461 |
|
|
2019
Q2 | $796K | Buy |
20,258
+8,546
| +73% | +$336K | 0.02% | 463 |
|
|
2019
Q1 | $463K | Sell |
11,712
-898
| -7% | -$35.5K | 0.03% | 357 |
|
|
2018
Q4 | $470K | Sell |
12,610
-15,996
| -56% | -$596K | 0.08% | 257 |
|
|
2018
Q3 | $1.34M | Buy |
28,606
+16,926
| +145% | +$793K | 0.07% | 181 |
|
|
2018
Q2 | $508K | Buy |
11,680
+2,024
| +21% | +$88K | 0.03% | 254 |
|
|
2018
Q1 | $426K | Buy |
9,656
+1,254
| +15% | +$55.3K | 0.03% | 269 |
|
|
2017
Q4 | $409K | Buy |
+8,402
| New | +$409K | 0.04% | 260 |
|