JFS Wealth Advisors’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 | $23K | Hold |
325
| – | – | ﹤0.01% | 630 |
|
|
2025
Q1 | $18.3K | Hold |
325
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $20.6K | Hold |
325
| – | – | ﹤0.01% | 637 |
|
|
2024
Q3 | $19.9K | Hold |
325
| – | – | ﹤0.01% | 644 |
|
|
2024
Q2 | $15.5K | Hold |
325
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $16.5K | Buy |
325
+26
| +9% | +$1.32K | ﹤0.01% | 670 |
|
|
2023
Q4 | $14.4K | Buy |
299
+86
| +40% | +$4.14K | ﹤0.01% | 674 |
|
|
2023
Q3 | $8.22K | Sell |
213
-96
| -31% | -$3.71K | ﹤0.01% | 793 |
|
|
2023
Q2 | $13.2K | Buy |
309
+48
| +18% | +$2.05K | ﹤0.01% | 642 |
|
|
2023
Q1 | $11.1K | Hold |
261
| – | – | ﹤0.01% | 683 |
|
|
2022
Q4 | $10.6K | Buy |
261
+108
| +71% | +$4.37K | ﹤0.01% | 687 |
|
|
2022
Q3 | $7K | Sell |
153
-133
| -47% | -$6.09K | ﹤0.01% | 849 |
|
|
2022
Q2 | $14K | Sell |
286
-2
| -0.7% | -$98 | ﹤0.01% | 661 |
|
|
2022
Q1 | $18K | Buy |
288
+194
| +206% | +$12.1K | ﹤0.01% | 627 |
|
|
2021
Q4 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 786 |
|
|
2018
Q4 | – | Sell |
-108
| Closed | -$5K | – | 471 |
|
|
2018
Q3 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 455 |
|