JWM
Jacobus Wealth Management’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $636K | Hold |
11,002
| – | – | 0.17% | 94 |
|
|
2017
Q2 | $625K | Hold |
11,002
| – | – | 0.17% | 93 |
|
|
2017
Q1 | $618K | Sell |
11,002
-1
| -0% | -$56 | 0.17% | 89 |
|
|
2016
Q4 | $636K | Buy |
11,003
+522
| +5% | +$30.2K | 0.19% | 90 |
|
|
2016
Q3 | $516K | Hold |
10,481
| – | – | 0.15% | 101 |
|
|
2016
Q2 | $502K | Hold |
10,481
| – | – | 0.15% | 98 |
|
|
2016
Q1 | $471K | Hold |
10,481
| – | – | 0.14% | 128 |
|
|
2015
Q4 | $446K | Buy |
10,481
+497
| +5% | +$21.1K | 0.13% | 134 |
|
|
2015
Q3 | $455K | Hold |
9,984
| – | – | 0.13% | 127 |
|
|
2015
Q2 | $467K | Hold |
9,984
| – | – | 0.12% | 134 |
|
|
2015
Q1 | $423K | Hold |
9,984
| – | – | 0.11% | 138 |
|
|
2014
Q4 | $434K | Buy |
9,984
+473
| +5% | +$20.6K | 0.11% | 132 |
|
|
2014
Q3 | $425K | Hold |
9,511
| – | – | 0.12% | 141 |
|
|
2014
Q2 | $442K | Hold |
9,511
| – | – | 0.11% | 145 |
|
|
2014
Q1 | $442K | Sell |
9,511
-1
| -0% | -$46 | 0.11% | 144 |
|
|
2013
Q4 | $427K | Buy |
9,512
+451
| +5% | +$20.2K | 0.12% | 138 |
|
|
2013
Q3 | $397K | Hold |
9,061
| – | – | 0.14% | 117 |
|
|
2013
Q2 | $395K | Buy |
+9,061
| New | +$395K | 0.14% | 112 |
|