Claro Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,532
| Closed | -$399K | – | 378 |
|
|
2023
Q1 | $399K | Buy |
7,532
+641
| +9% | +$33.9K | 0.12% | 209 |
|
|
2022
Q4 | $425K | Buy |
6,891
+1,562
| +29% | +$96.4K | 0.14% | 185 |
|
|
2022
Q3 | $302K | Hold |
5,329
| – | – | 0.12% | 190 |
|
|
2022
Q2 | $302K | Buy |
+5,329
| New | +$302K | 0.12% | 190 |
|
|
2019
Q1 | – | Sell |
-643
| Closed | -$32K | – | 262 |
|
|
2018
Q4 | $32K | Buy |
+643
| New | +$32K | 0.03% | 436 |
|