Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,911
| Closed | -$117K | – | 509 |
|
|
2024
Q3 | $117K | Sell |
1,911
-32
| -2% | -$1.96K | 0.01% | 444 |
|
|
2024
Q2 | $100K | Sell |
1,943
-568
| -23% | -$29.4K | 0.01% | 432 |
|
|
2024
Q1 | $127K | Sell |
2,511
-58
| -2% | -$2.94K | 0.01% | 426 |
|
|
2023
Q4 | $124K | Buy |
+2,569
| New | +$124K | 0.01% | 398 |
|
|
2022
Q4 | – | Sell |
-3,670
| Closed | -$161K | – | 346 |
|
|
2022
Q3 | $161K | Buy |
+3,670
| New | +$161K | 0.02% | 324 |
|