First Trust Direct Indexing’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,305
Closed -$693K 172
2024
Q3
$693K Buy
11,305
+4,318
+62% +$234K 0.04% 451
2024
Q2
$332K Buy
6,987
+323
+5% +$15.7K 0.02% 624
2024
Q1
$338K Buy
6,664
+104
+2% +$4.91K 0.03% 583
2023
Q4
$316K Sell
6,560
-964
-13% -$38.5K 0.03% 570
2023
Q3
$291K Sell
7,524
-529
-7% -$21.8K 0.03% 528
2023
Q2
$344K Buy
8,053
+387
+5% +$16.3K 0.04% 504
2023
Q1
$325K Buy
7,666
+76
+1% +$3.33K 0.04% 521
2022
Q4
$307K Sell
7,590
-2,283
-23% -$101K 0.04% 505
2022
Q3
$432K Buy
9,873
+1,608
+19% +$78.4K 0.06% 378
2022
Q2
$401K Buy
8,265
+223
+3% +$12.1K 0.06% 395
2022
Q1
$489K Buy
8,042
+532
+7% +$33.6K 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% +$25K 0.06% 391
2021
Q2
$400K Buy
7,024
+1,278
+22% +$70K 0.06% 380
2021
Q1
$281K Buy
5,746
+110
+2% +$5.08K 0.07% 319
2020
Q4
$241K Buy
+5,636
New +$230K 0.06% 327

Other funds holding CM