Kingswood 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
2024
Q4
Sell
-7,507
Closed -$460K 811
2024
Q3
$460K Buy
+7,507
New +$460K 0.03% 472
2024
Q1
Sell
-4,715
Closed -$227K 629
2023
Q4
$227K Buy
+4,715
New +$227K 0.03% 547