Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,158
| Closed | -$423K | – | 345 |
|
|
2019
Q4 | $423K | Hold |
10,158
| – | – | 0.2% | 133 |
|
|
2019
Q3 | $419K | Hold |
10,158
| – | – | 0.23% | 116 |
|
|
2019
Q2 | $399K | Hold |
10,158
| – | – | 0.23% | 125 |
|
|
2019
Q1 | $402K | Hold |
10,158
| – | – | 0.25% | 126 |
|
|
2018
Q4 | $379K | Hold |
10,158
| – | – | 0.28% | 107 |
|
|
2018
Q3 | $476K | Hold |
10,158
| – | – | 0.31% | 93 |
|
|
2018
Q2 | $441K | Buy |
+10,158
| New | +$441K | 0.33% | 91 |
|