Freestone Capital Holdings’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 |
-3,538
| Closed | -$218K | – | 378 |
|
|
2022
Q4 | $218K | Sell |
3,538
-1
| -0% | -$62 | 0.01% | 325 |
|
|
2022
Q3 | $202K | Hold |
3,539
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $201K | Hold |
3,539
| – | – | 0.01% | 390 |
|
|
2022
Q1 | $219K | Sell |
3,539
-1,236
| -26% | -$76.5K | 0.01% | 525 |
|
|
2021
Q4 | $284K | Sell |
4,775
-1
| -0% | -$59 | 0.01% | 415 |
|
|
2021
Q3 | $274K | Hold |
4,776
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $293K | Buy |
+4,776
| New | +$293K | 0.01% | 348 |
|