Beacon Pointe Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,731
| Closed | -$780K | – | 1082 |
|
|
2023
Q1 | $780K | Sell |
14,731
-1,208
| -8% | -$63.9K | 0.01% | 613 |
|
|
2022
Q4 | $984K | Buy |
15,939
+9,080
| +132% | +$560K | 0.02% | 510 |
|
|
2022
Q3 | $395K | Sell |
6,859
-336
| -5% | -$19.4K | 0.01% | 718 |
|
|
2022
Q2 | $412K | Sell |
7,195
-19,283
| -73% | -$1.1M | 0.01% | 712 |
|
|
2022
Q1 | $1.64M | Buy |
26,478
+22,261
| +528% | +$1.38M | 0.02% | 492 |
|
|
2021
Q4 | $250K | Buy |
+4,217
| New | +$250K | 0.01% | 798 |
|
|
2021
Q3 | – | Sell |
-3,399
| Closed | -$208K | – | 911 |
|
|
2021
Q2 | $208K | Buy |
+3,399
| New | +$208K | 0.01% | 786 |
|