EWM
Evercore Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,306
| Closed | -$417K | – | 405 |
|
|
2019
Q2 | $417K | Buy |
5,306
+2,241
| +73% | +$176K | 0.01% | 300 |
|
|
2019
Q1 | $242K | Buy |
3,065
+223
| +8% | +$17.6K | 0.01% | 362 |
|
|
2018
Q4 | $212K | Buy |
2,842
+542
| +24% | +$40.4K | 0.01% | 352 |
|
|
2018
Q3 | $216K | Buy |
+2,300
| New | +$216K | 0.01% | 392 |
|
|
2018
Q1 | – | Sell |
-401
| Closed | -$39K | – | 426 |
|
|
2017
Q4 | $39K | Buy |
401
+300
| +297% | +$29.2K | ﹤0.01% | 616 |
|
|
2017
Q3 | $9K | Sell |
101
-4
| -4% | -$356 | ﹤0.01% | 801 |
|
|
2017
Q2 | $9K | Sell |
105
-103
| -50% | -$8.83K | ﹤0.01% | 830 |
|
|
2017
Q1 | $18K | Hold |
208
| – | – | ﹤0.01% | 767 |
|
|
2016
Q4 | $17K | Buy |
208
+51
| +32% | +$4.17K | ﹤0.01% | 768 |
|
|
2016
Q3 | $12K | Sell |
157
-48
| -23% | -$3.67K | ﹤0.01% | 848 |
|
|
2016
Q2 | $15K | Hold |
205
| – | – | ﹤0.01% | 798 |
|
|
2016
Q1 | $15K | Buy |
205
+123
| +150% | +$9K | ﹤0.01% | 761 |
|
|
2015
Q4 | $5K | Sell |
82
-123
| -60% | -$7.5K | ﹤0.01% | 912 |
|
|
2015
Q3 | $15K | Hold |
205
| – | – | ﹤0.01% | 785 |
|
|
2015
Q2 | $15K | Sell |
205
-116
| -36% | -$8.49K | ﹤0.01% | 838 |
|
|
2015
Q1 | $23K | Buy |
321
+123
| +62% | +$8.81K | ﹤0.01% | 762 |
|
|
2014
Q4 | $17K | Hold |
198
| – | – | ﹤0.01% | 685 |
|
|
2014
Q3 | $18K | Buy |
198
+56
| +39% | +$5.09K | ﹤0.01% | 753 |
|
|
2014
Q2 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 798 |
|
|
2013
Q4 | – | Sell |
-47
| Closed | -$4K | – | 865 |
|
|
2013
Q3 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 878 |
|