Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-23,246
| Closed | -$919K | – | 298 |
|
|
2019
Q1 | $919K | Sell |
23,246
-13,978
| -38% | -$553K | 0.33% | 78 |
|
|
2018
Q4 | $1.39M | Buy |
37,224
+27,476
| +282% | +$1.02M | 0.57% | 42 |
|
|
2018
Q3 | $457K | Buy |
+9,748
| New | +$457K | 0.22% | 161 |
|
|
2018
Q2 | – | Sell |
-12,106
| Closed | -$534K | – | 381 |
|
|
2018
Q1 | $534K | Buy |
+12,106
| New | +$534K | 0.33% | 107 |
|
|
2017
Q4 | – | Sell |
-6,736
| Closed | -$295K | – | 308 |
|
|
2017
Q3 | $295K | Sell |
6,736
-1,994
| -23% | -$87.3K | 0.29% | 147 |
|
|
2017
Q2 | $354K | Buy |
+8,730
| New | +$354K | 0.39% | 103 |
|
|
2017
Q1 | – | Sell |
-10,002
| Closed | -$409K | – | 409 |
|
|
2016
Q4 | $409K | Buy |
+10,002
| New | +$409K | 0.26% | 137 |
|
|
2016
Q3 | – | Sell |
-7,960
| Closed | -$299K | – | 197 |
|
|
2016
Q2 | $299K | Buy |
+7,960
| New | +$299K | 0.17% | 146 |
|