Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $113K | Sell |
2,921
-211
| -7% | -$8.15K | 0.01% | 372 |
|
|
2023
Q2 | $134K | Buy |
3,132
+567
| +22% | +$24.2K | 0.01% | 367 |
|
|
2023
Q1 | $109K | Buy |
+2,565
| New | +$109K | 0.01% | 397 |
|
|
2022
Q2 | – | Sell |
-3,908
| Closed | -$238K | – | 308 |
|
|
2022
Q1 | $238K | Buy |
3,908
+4
| +0.1% | +$244 | 0.02% | 296 |
|
|
2021
Q4 | $228K | Sell |
3,904
-460
| -11% | -$26.9K | 0.02% | 297 |
|
|
2021
Q3 | $243K | Sell |
4,364
-408
| -9% | -$22.7K | 0.03% | 313 |
|
|
2021
Q2 | $272K | Sell |
4,772
-376
| -7% | -$21.4K | 0.03% | 311 |
|
|
2021
Q1 | $252K | Sell |
5,148
-144
| -3% | -$7.05K | 0.03% | 292 |
|
|
2020
Q4 | $226K | Buy |
+5,292
| New | +$226K | 0.04% | 258 |
|
|
2020
Q1 | – | Sell |
-6,920
| Closed | -$288K | – | 162 |
|
|
2019
Q4 | $288K | Buy |
6,920
+22
| +0.3% | +$916 | 0.09% | 126 |
|
|
2019
Q3 | $285K | Buy |
+6,898
| New | +$285K | 0.1% | 119 |
|
|
2019
Q2 | – | Sell |
-4,556
| Closed | -$180K | – | 278 |
|
|
2019
Q1 | $180K | Buy |
4,556
+386
| +9% | +$15.3K | 0.07% | 162 |
|
|
2018
Q4 | $155K | Sell |
4,170
-972
| -19% | -$36.1K | 0.07% | 165 |
|
|
2018
Q3 | $241K | Sell |
5,142
-58
| -1% | -$2.72K | 0.1% | 155 |
|
|
2018
Q2 | $226K | Buy |
5,200
+6
| +0.1% | +$261 | 0.1% | 145 |
|
|
2018
Q1 | $232K | Buy |
5,194
+386
| +8% | +$17.2K | 0.12% | 149 |
|
|
2017
Q4 | $234K | Buy |
+4,808
| New | +$234K | 0.12% | 154 |
|