Laurel Wealth Planning’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-167
| Closed | -$10K | – | 262 |
|
2021
Q4 | $10K | Sell |
167
-1
| -0.6% | -$60 | 0.01% | 142 |
|
2021
Q3 | $10K | Hold |
168
| – | – | 0.01% | 142 |
|
2021
Q2 | $10K | Hold |
168
| – | – | 0.01% | 96 |
|
2021
Q1 | $11K | Hold |
168
| – | – | 0.01% | 90 |
|
2020
Q4 | $9K | Buy |
+168
| New | +$9K | 0.01% | 83 |
|