Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-74,154
| Closed | -$2.15M | – | 368 |
|
|
2020
Q1 | $2.15M | Sell |
74,154
-9,278
| -11% | -$269K | 0.08% | 167 |
|
|
2019
Q4 | $3.47M | Sell |
83,432
-1,186
| -1% | -$49.3K | 0.1% | 143 |
|
|
2019
Q3 | $3.49M | Sell |
84,618
-3,304
| -4% | -$136K | 0.11% | 140 |
|
|
2019
Q2 | $3.45M | Sell |
87,922
-726
| -0.8% | -$28.5K | 0.11% | 141 |
|
|
2019
Q1 | $3.51M | Sell |
88,648
-176
| -0.2% | -$6.96K | 0.11% | 141 |
|
|
2018
Q4 | $3.31M | Buy |
+88,824
| New | +$3.31M | 0.13% | 111 |
|