First Trust Direct Indexing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,305
| Closed | -$693K | – | 172 |
|
|
2024
Q3 | $693K | Buy |
11,305
+4,318
| +62% | +$265K | 0.04% | 451 |
|
|
2024
Q2 | $332K | Buy |
6,987
+323
| +5% | +$15.4K | 0.02% | 624 |
|
|
2024
Q1 | $338K | Buy |
6,664
+104
| +2% | +$5.28K | 0.03% | 583 |
|
|
2023
Q4 | $316K | Sell |
6,560
-964
| -13% | -$46.4K | 0.03% | 570 |
|
|
2023
Q3 | $291K | Sell |
7,524
-529
| -7% | -$20.4K | 0.03% | 528 |
|
|
2023
Q2 | $344K | Buy |
8,053
+387
| +5% | +$16.5K | 0.04% | 504 |
|
|
2023
Q1 | $325K | Buy |
7,666
+76
| +1% | +$3.22K | 0.04% | 521 |
|
|
2022
Q4 | $307K | Sell |
7,590
-2,283
| -23% | -$92.3K | 0.04% | 505 |
|
|
2022
Q3 | $432K | Buy |
9,873
+1,608
| +19% | +$70.4K | 0.06% | 378 |
|
|
2022
Q2 | $401K | Buy |
8,265
+223
| +3% | +$10.8K | 0.06% | 395 |
|
|
2022
Q1 | $489K | Buy |
8,042
+532
| +7% | +$32.3K | 0.06% | 376 |
|
|
2021
Q4 | $438K | Buy |
7,510
+52
| +0.7% | +$3.03K | 0.06% | 385 |
|
|
2021
Q3 | $415K | Buy |
7,458
+434
| +6% | +$24.2K | 0.06% | 391 |
|
|
2021
Q2 | $400K | Buy |
7,024
+1,278
| +22% | +$72.8K | 0.06% | 380 |
|
|
2021
Q1 | $281K | Buy |
5,746
+110
| +2% | +$5.38K | 0.07% | 319 |
|
|
2020
Q4 | $241K | Buy |
+5,636
| New | +$241K | 0.06% | 327 |
|