Baystate Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $10.2K | Buy |
211
+1
| +0.5% | +$43 | ﹤0.01% | 715 |
|
|
2023
Q3 | $8.71K | Buy |
210
+2
| +1% | +$86 | ﹤0.01% | 605 |
|
|
2023
Q2 | $8.79K | Buy |
208
+1
| +0.5% | +$44 | ﹤0.01% | 598 |
|
|
2023
Q1 | $10.5K | Buy |
207
+1
| +0.5% | +$56 | ﹤0.01% | 558 |
|
|
2022
Q4 | $12K | Buy |
206
+1
| +0.5% | +$58 | ﹤0.01% | 533 |
|
|
2022
Q3 | $11K | Buy |
205
+1
| +0.5% | +$57 | ﹤0.01% | 515 |
|
|
2022
Q2 | $11K | Hold |
204
| – | – | ﹤0.01% | 538 |
|
|
2022
Q1 | $12K | Buy |
204
+1
| +0.5% | +$58 | ﹤0.01% | 538 |
|
|
2021
Q4 | $12K | Buy |
203
+194
| +2,156% | +$10.9K | ﹤0.01% | 537 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 735 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 638 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 688 |
|
|
2020
Q3 | $0 | Buy |
9
+1
| +13% | +$43 | ﹤0.01% | 654 |
|
|
2020
Q2 | $0 | Sell |
8
-1
| -11% | -$44 | ﹤0.01% | 663 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 613 |
|
|
2019
Q4 | $0 | Buy |
9
+1
| +13% | +$47 | ﹤0.01% | 626 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 582 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 544 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $1K | Sell |
8
-1
| -11% | -$43 | ﹤0.01% | 560 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 576 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 555 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 558 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 543 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 559 |
|
|
2017
Q1 | $1K | Buy |
+9
| New | +$332 | ﹤0.01% | 523 |
|
Other funds holding CBSH
CB
