Balasa Dinverno & Foltz’s Commerce Bancshares CBSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$291K Sell
2019
Q3
$251K Sell
2019
Q2
$459K Sell
2019
Q1
$769K Sell
2018
Q4
$869K Sell
2018
Q3
$1.01M Sell
2018
Q2
$1.02M Sell
2018
Q1
$944K Sell
2017
Q4
$894K Sell
2017
Q3
$930K Sell
2017
Q2
$1.02M Sell
2017
Q1
$1.27M Sell
2016
Q4
$1.52M Sell
2016
Q3
$1.36M Sell
2016
Q2
$1.34M Sell
2016
Q1
$1.53M Buy
2015
Q4
$1.31M Buy