Chesley Taft & Associates’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,567
| Closed | -$212K | – | 295 |
|
|
2021
Q4 | $212K | Buy |
+3,567
| New | +$212K | 0.01% | 293 |
|
|
2021
Q3 | – | Sell |
-3,354
| Closed | -$206K | – | 298 |
|
|
2021
Q2 | $206K | Sell |
3,354
-271
| -7% | -$16.6K | 0.01% | 290 |
|
|
2021
Q1 | $232K | Sell |
3,625
-243
| -6% | -$15.6K | 0.01% | 279 |
|
|
2020
Q4 | $209K | Buy |
+3,868
| New | +$209K | 0.01% | 281 |
|
|
2020
Q1 | – | Sell |
-4,165
| Closed | -$222K | – | 250 |
|
|
2019
Q4 | $222K | Buy |
+4,165
| New | +$222K | 0.02% | 257 |
|
|
2018
Q4 | – | Sell |
-4,324
| Closed | -$203K | – | 260 |
|
|
2018
Q3 | $203K | Buy |
+4,324
| New | +$203K | 0.02% | 275 |
|