Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
16,446
+1,609
| +11% | +$114K | 0.01% | 843 |
|
|
2025
Q1 | $835K | Sell |
14,837
-269
| -2% | -$15.1K | 0.01% | 906 |
|
|
2024
Q4 | $955K | Buy |
15,106
+415
| +3% | +$26.2K | 0.01% | 835 |
|
|
2024
Q3 | $901K | Sell |
14,691
-19
| -0.1% | -$1.17K | 0.01% | 851 |
|
|
2024
Q2 | $699K | Buy |
14,710
+252
| +2% | +$12K | 0.01% | 906 |
|
|
2024
Q1 | $733K | Sell |
14,458
-114
| -0.8% | -$5.78K | 0.01% | 888 |
|
|
2023
Q4 | $701K | Sell |
14,572
-128
| -0.9% | -$6.16K | 0.01% | 864 |
|
|
2023
Q3 | $568K | Buy |
14,700
+98
| +0.7% | +$3.78K | 0.01% | 924 |
|
|
2023
Q2 | $623K | Buy |
14,602
+821
| +6% | +$35K | 0.01% | 888 |
|
|
2023
Q1 | $585K | Buy |
+13,781
| New | +$585K | 0.01% | 801 |
|