EverSource Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
1,801
+193
| +12% | +$13.7K | 0.01% | 1067 |
|
|
2025
Q1 | $90.5K | Buy |
1,608
+325
| +25% | +$18.3K | 0.01% | 946 |
|
|
2024
Q4 | $81.1K | Buy |
1,283
+99
| +8% | +$6.26K | ﹤0.01% | 976 |
|
|
2024
Q3 | $72.6K | Sell |
1,184
-58
| -5% | -$3.56K | ﹤0.01% | 910 |
|
|
2024
Q2 | $64.2K | Buy |
1,242
+20
| +2% | +$1.03K | ﹤0.01% | 977 |
|
|
2024
Q1 | $57.1K | Buy |
1,222
+156
| +15% | +$7.28K | ﹤0.01% | 921 |
|
|
2023
Q4 | $51.3K | Buy |
1,066
+908
| +575% | +$43.7K | ﹤0.01% | 890 |
|
|
2023
Q3 | $6.1K | Sell |
158
-275
| -64% | -$10.6K | ﹤0.01% | 1626 |
|
|
2023
Q2 | $18.5K | Buy |
+433
| New | +$18.5K | ﹤0.01% | 1185 |
|
|
2022
Q4 | – | Sell |
-106
| Closed | -$5K | – | 2329 |
|
|
2022
Q3 | $5K | Buy |
+106
| New | +$5K | ﹤0.01% | 1353 |
|