Independent Advisor Alliance’s Commerce Bancshares CBSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,399	Closed	-$269K	–	654
2023 Q2	$269K	Sell	6,399 -7,011	-52%	-$311K	0.01%	548
2023 Q1	$676K	Buy	13,410 +36	+0.3%	+$2.01K	0.03%	355
2022 Q4	$786	Sell	13,374 -251	-2%	-$14.6K	﹤0.01%	314
2022 Q3	$742K	Sell	13,625 -4,192	-24%	-$239K	0.04%	299
2022 Q2	$962K	Sell	17,817 -616	-3%	-$34.6K	0.05%	273
2022 Q1	$1.09M	Sell	18,433 -444	-2%	-$25.9K	0.05%	271
2021 Q4	$1.07M	Sell	18,877 -391	-2%	-$22K	0.05%	271
2021 Q3	$1.05M	Sell	19,268 -394	-2%	-$21.7K	0.06%	259
2021 Q2	$1.15M	Sell	19,662 -143	-0.7%	-$8.62K	0.06%	248
2021 Q1	$1.19M	Sell	19,805 -789	-4%	-$45.5K	0.07%	227
2020 Q4	$1.06M	Sell	20,594 -411	-2%	-$19.9K	0.07%	208
2020 Q3	$882K	Buy	21,005 +1,917	+10%	+$82.4K	0.07%	201
2020 Q2	$847K	Buy	19,088 +3,067	+19%	+$135K	0.09%	181
2020 Q1	$602K	Sell	16,021 -3,154	-16%	-$149K	0.09%	189
2019 Q4	$972K	Buy	19,175 +2,854	+17%	+$133K	0.04%	373
2019 Q3	$703K	Buy	16,321 +7,646	+88%	+$319K	0.09%	200
2019 Q2	$368K	Buy	8,675 +2,471	+40%	+$104K	0.05%	257
2019 Q1	$256K	Buy	+6,204	New	+$266K	0.04%	353