CWS Financial 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
Q1 | – | Sell |
-3,384
| Closed | -$235K | – | 145 |
|
|
2022
Q4 | $235K | Sell |
3,384
-653
| -16% | -$45.3K | 0.1% | 125 |
|
|
2022
Q3 | $231K | Sell |
4,037
-14
| -0.3% | -$801 | 0.11% | 120 |
|
|
2022
Q2 | $230K | Buy |
4,051
+34
| +0.8% | +$1.93K | 0.11% | 125 |
|
|
2022
Q1 | $248K | Sell |
4,017
-7
| -0.2% | -$432 | 0.09% | 131 |
|
|
2021
Q4 | $239K | Buy |
+4,024
| New | +$239K | 0.08% | 137 |
|
|
2021
Q2 | $229K | Hold |
3,730
| – | – | 0.09% | 134 |
|
|
2021
Q1 | $235K | Hold |
3,730
| – | – | 0.1% | 125 |
|
|
2020
Q4 | $202K | Buy |
+3,730
| New | +$202K | 0.12% | 130 |
|
|
2020
Q2 | – | Sell |
-4,800
| Closed | -$256K | – | 123 |
|
|
2020
Q1 | $256K | Buy |
4,800
+2
| +0% | +$107 | 0.19% | 103 |
|
|
2019
Q4 | $255K | Buy |
+4,798
| New | +$255K | 0.19% | 104 |
|