Glassman Wealth Services’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
Q1 | – | Sell |
-693
| Closed | -$33.4K | – | 534 |
|
|
2023
Q4 | $33.4K | Buy |
693
+253
| +58% | +$12.2K | ﹤0.01% | 559 |
|
|
2023
Q3 | $17K | Sell |
440
-250
| -36% | -$9.65K | ﹤0.01% | 699 |
|
|
2023
Q2 | $29.4K | Buy |
690
+80
| +13% | +$3.41K | ﹤0.01% | 535 |
|
|
2023
Q1 | $25.9K | Sell |
610
-49
| -7% | -$2.08K | ﹤0.01% | 574 |
|
|
2022
Q4 | $26.7K | Buy |
659
+219
| +50% | +$8.86K | ﹤0.01% | 587 |
|
|
2022
Q3 | $19K | Buy |
440
+44
| +11% | +$1.9K | ﹤0.01% | 624 |
|
|
2022
Q2 | $19K | Sell |
396
-56
| -12% | -$2.69K | ﹤0.01% | 631 |
|
|
2022
Q1 | $28K | Buy |
452
+74
| +20% | +$4.58K | 0.01% | 542 |
|
|
2021
Q4 | $22K | Buy |
378
+70
| +23% | +$4.07K | ﹤0.01% | 583 |
|
|
2021
Q3 | $17K | Buy |
308
+54
| +21% | +$2.98K | ﹤0.01% | 624 |
|
|
2021
Q2 | $14K | Buy |
254
+20
| +9% | +$1.1K | ﹤0.01% | 663 |
|
|
2021
Q1 | $11K | Buy |
234
+10
| +4% | +$470 | ﹤0.01% | 684 |
|
|
2020
Q4 | $10K | Buy |
224
+172
| +331% | +$7.68K | ﹤0.01% | 708 |
|
|
2020
Q3 | $2K | Buy |
52
+22
| +73% | +$846 | ﹤0.01% | 971 |
|
|
2020
Q2 | $1K | Buy |
30
+4
| +15% | +$133 | ﹤0.01% | 980 |
|
|
2020
Q1 | $1K | Buy |
26
+12
| +86% | +$462 | ﹤0.01% | 825 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 877 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$3K | – | 818 |
|
|
2018
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 473 |
|
|
2017
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 455 |
|
|
2017
Q2 | – | Sell |
-320
| Closed | -$14K | – | 559 |
|
|
2017
Q1 | $14K | Hold |
320
| – | – | 0.01% | 305 |
|
|
2016
Q4 | $13K | Buy |
+320
| New | +$13K | 0.01% | 319 |
|
|
2016
Q3 | – | Sell |
-320
| Closed | -$12K | – | 487 |
|
|
2016
Q2 | $12K | Hold |
320
| – | – | 0.01% | 294 |
|
|
2016
Q1 | $12K | Hold |
320
| – | – | 0.01% | 283 |
|
|
2015
Q4 | $11K | Hold |
320
| – | – | 0.01% | 298 |
|
|
2015
Q3 | $12K | Hold |
320
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $12K | Hold |
320
| – | – | 0.01% | 289 |
|
|
2015
Q1 | $12K | Sell |
320
-3
| -0.9% | -$113 | 0.01% | 296 |
|
|
2014
Q4 | $14K | Buy |
+323
| New | +$14K | 0.01% | 299 |
|