Joule Financial’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,767
| Closed | -$700K | – | 107 |
|
|
2023
Q4 | $700K | Hold |
13,767
| – | – | 0.33% | 41 |
|
|
2023
Q3 | $599K | Hold |
13,767
| – | – | 0.31% | 44 |
|
|
2023
Q2 | $608K | Sell |
13,767
-13,766
| -50% | -$608K | 0.31% | 43 |
|
|
2023
Q1 | $1.46M | Hold |
27,533
| – | – | 0.78% | 19 |
|
|
2022
Q4 | $1.7M | Hold |
27,533
| – | – | 1.13% | 20 |
|
|
2022
Q3 | $1.57M | Hold |
27,533
| – | – | 1.18% | 20 |
|
|
2022
Q2 | $1.56M | Buy |
+27,533
| New | +$1.56M | 1.22% | 18 |
|