Independent Advisor Alliance’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,095
| Closed | -$269K | – | 654 |
|
|
2023
Q2 | $269K | Sell |
6,095
-6,676
| -52% | -$295K | 0.01% | 548 |
|
|
2023
Q1 | $676K | Buy |
12,771
+34
| +0.3% | +$1.8K | 0.03% | 355 |
|
|
2022
Q4 | $786 | Sell |
12,737
-239
| -2% | -$15 | ﹤0.01% | 314 |
|
|
2022
Q3 | $742K | Sell |
12,976
-3,992
| -24% | -$228K | 0.04% | 299 |
|
|
2022
Q2 | $962K | Sell |
16,968
-587
| -3% | -$33.3K | 0.05% | 273 |
|
|
2022
Q1 | $1.09M | Sell |
17,555
-423
| -2% | -$26.2K | 0.05% | 271 |
|
|
2021
Q4 | $1.07M | Sell |
17,978
-372
| -2% | -$22.1K | 0.05% | 270 |
|
|
2021
Q3 | $1.05M | Sell |
18,350
-376
| -2% | -$21.6K | 0.06% | 259 |
|
|
2021
Q2 | $1.15M | Sell |
18,726
-136
| -0.7% | -$8.35K | 0.06% | 248 |
|
|
2021
Q1 | $1.19M | Sell |
18,862
-751
| -4% | -$47.3K | 0.07% | 227 |
|
|
2020
Q4 | $1.06M | Sell |
19,613
-391
| -2% | -$21.1K | 0.07% | 208 |
|
|
2020
Q3 | $882K | Buy |
20,004
+1,825
| +10% | +$80.5K | 0.07% | 201 |
|
|
2020
Q2 | $847K | Buy |
18,179
+2,921
| +19% | +$136K | 0.09% | 181 |
|
|
2020
Q1 | $602K | Sell |
15,258
-3,004
| -16% | -$119K | 0.09% | 189 |
|
|
2019
Q4 | $972K | Buy |
18,262
+2,718
| +17% | +$145K | 0.04% | 373 |
|
|
2019
Q3 | $703K | Buy |
15,544
+7,282
| +88% | +$329K | 0.09% | 200 |
|
|
2019
Q2 | $368K | Buy |
8,262
+2,354
| +40% | +$105K | 0.05% | 257 |
|
|
2019
Q1 | $256K | Buy |
+5,908
| New | +$256K | 0.04% | 350 |
|