Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $518K | Hold |
12,811
| – | – | 0.05% | 348 |
|
|
2022
Q3 | $561K | Sell |
12,811
-73
| -0.6% | -$3.2K | 0.06% | 319 |
|
|
2022
Q2 | $626K | Sell |
12,884
-122
| -0.9% | -$5.93K | 0.06% | 310 |
|
|
2022
Q1 | $792K | Hold |
13,006
| – | – | 0.07% | 294 |
|
|
2021
Q4 | $758K | Buy |
13,006
+736
| +6% | +$42.9K | 0.06% | 334 |
|
|
2021
Q3 | $683K | Sell |
12,270
-216
| -2% | -$12K | 0.13% | 189 |
|
|
2021
Q2 | $711K | Buy |
12,486
+216
| +2% | +$12.3K | 0.09% | 220 |
|
|
2021
Q1 | $600K | Hold |
12,270
| – | – | 0.09% | 217 |
|
|
2020
Q4 | $524K | Hold |
12,270
| – | – | 0.08% | 237 |
|
|
2020
Q3 | $458K | Hold |
12,270
| – | – | 0.08% | 235 |
|
|
2020
Q2 | $411K | Hold |
12,270
| – | – | 0.08% | 242 |
|
|
2020
Q1 | $356K | Hold |
12,270
| – | – | 0.08% | 243 |
|
|
2019
Q4 | $510K | Hold |
12,270
| – | – | 0.09% | 235 |
|
|
2019
Q3 | $507K | Hold |
12,270
| – | – | 0.09% | 246 |
|
|
2019
Q2 | $482K | Hold |
12,270
| – | – | 0.11% | 202 |
|
|
2019
Q1 | $485K | Buy |
12,270
+120
| +1% | +$4.74K | 0.12% | 194 |
|
|
2018
Q4 | $452K | Hold |
12,150
| – | – | 0.13% | 175 |
|
|
2018
Q3 | $569K | Hold |
12,150
| – | – | 0.14% | 161 |
|
|
2018
Q2 | $528K | Hold |
12,150
| – | – | 0.14% | 166 |
|
|
2018
Q1 | $536K | Buy |
12,150
+150
| +1% | +$6.62K | 0.17% | 143 |
|
|
2017
Q4 | $584K | Hold |
12,000
| – | – | 0.17% | 150 |
|
|
2017
Q3 | $525K | Hold |
12,000
| – | – | 0.18% | 137 |
|
|
2017
Q2 | $486K | Hold |
12,000
| – | – | 0.17% | 149 |
|
|
2017
Q1 | $517K | Buy |
+12,000
| New | +$517K | 0.2% | 123 |
|