Baldwin Wealth Partners’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 |
-1,968
| Closed | -$121K | – | 378 |
|
|
2024
Q3 | $121K | Sell |
1,968
-200
| -9% | -$12.3K | 0.01% | 394 |
|
|
2024
Q2 | $103K | Hold |
2,168
| – | – | 0.01% | 261 |
|
|
2024
Q1 | $110K | Hold |
2,168
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $104K | Hold |
2,168
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $83.7K | Hold |
2,168
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $92.5K | Sell |
2,168
-470
| -18% | -$20.1K | 0.01% | 329 |
|
|
2023
Q1 | $112K | Hold |
2,638
| – | – | 0.01% | 310 |
|
|
2022
Q4 | $107K | Buy |
+2,638
| New | +$107K | 0.01% | 309 |
|