Buckingham Strategic 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $290K | Buy |
6,099
+634
| +12% | +$30.1K | ﹤0.01% | 608 |
|
2024
Q1 | $277K | Buy |
5,465
+1,061
| +24% | +$53.8K | ﹤0.01% | 610 |
|
2023
Q4 | $212K | Buy |
+4,404
| New | +$212K | ﹤0.01% | 668 |
|
2022
Q3 | – | Sell |
-4,664
| Closed | -$226K | – | 616 |
|
2022
Q2 | $226K | Buy |
4,664
+142
| +3% | +$6.88K | ﹤0.01% | 528 |
|
2022
Q1 | $275K | Hold |
4,522
| – | – | 0.01% | 492 |
|
2021
Q4 | $264K | Buy |
4,522
+360
| +9% | +$21K | 0.01% | 503 |
|
2021
Q3 | $232K | Hold |
4,162
| – | – | ﹤0.01% | 527 |
|
2021
Q2 | $237K | Hold |
4,162
| – | – | 0.01% | 519 |
|
2021
Q1 | $204K | Buy |
+4,162
| New | +$204K | 0.01% | 517 |
|