Concord Wealth Partners’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-74
| Closed | -$4K | – | 304 |
|
|
2022
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 856 |
|
|
2022
Q1 | $5K | Sell |
74
-1
| -1% | -$68 | ﹤0.01% | 901 |
|
|
2021
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 980 |
|
|
2021
Q3 | – | Sell |
-75
| Closed | -$5K | – | 926 |
|
|
2021
Q2 | $5K | Sell |
75
-297
| -80% | -$19.8K | ﹤0.01% | 722 |
|
|
2021
Q1 | $23K | Buy |
+372
| New | +$23K | 0.01% | 451 |
|