BerganKDV Wealth Management’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 1057 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 984 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 936 |
|
|
2020
Q4 | $0 | Sell |
2
-48
| -96% | – | ﹤0.01% | 947 |
|
|
2020
Q3 | $2K | Buy |
50
+2
| +4% | +$80 | ﹤0.01% | 687 |
|
|
2020
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 721 |
|
|
2019
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 699 |
|
|
2019
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 627 |
|
|
2019
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 660 |
|
|
2019
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 656 |
|
|
2018
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 606 |
|
|
2018
Q3 | $2K | Sell |
48
-20
| -29% | -$833 | ﹤0.01% | 577 |
|
|
2018
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 581 |
|