Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,875
| Closed | -$316K | – | 502 |
|
|
2014
Q4 | $316K | Buy |
11,875
+166
| +1% | +$4.42K | 0.05% | 444 |
|
|
2014
Q3 | $305K | Hold |
11,709
| – | – | 0.04% | 387 |
|
|
2014
Q2 | $316K | Hold |
11,709
| – | – | 0.04% | 398 |
|
|
2014
Q1 | $313K | Buy |
11,709
+139
| +1% | +$3.72K | 0.04% | 397 |
|
|
2013
Q4 | $303K | Sell |
11,570
-575
| -5% | -$15.1K | 0.04% | 375 |
|
|
2013
Q3 | $296K | Hold |
12,145
| – | – | 0.04% | 372 |
|
|
2013
Q2 | $294K | Buy |
+12,145
| New | +$294K | 0.04% | 344 |
|