Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,298
| Closed | -$47K | – | 752 |
|
|
2015
Q3 | $47K | Hold |
1,298
| – | – | 0.01% | 347 |
|
|
2015
Q2 | $48K | Hold |
1,298
| – | – | 0.01% | 366 |
|
|
2015
Q1 | $47K | Buy |
1,298
+483
| +59% | +$17.5K | 0.01% | 361 |
|
|
2014
Q4 | $35K | Buy |
815
+477
| +141% | +$20.5K | 0.01% | 364 |
|
|
2014
Q3 | $15K | Buy |
+338
| New | +$15K | ﹤0.01% | 445 |
|
|
2014
Q2 | – | Sell |
-772
| Closed | -$33K | – | 578 |
|
|
2014
Q1 | $33K | Buy |
772
+384
| +99% | +$16.4K | 0.01% | 348 |
|
|
2013
Q4 | $16K | Buy |
+388
| New | +$16K | 0.01% | 395 |
|