Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,798
| Closed | -$120K | – | 327 |
|
|
2021
Q3 | $120K | Buy |
1,798
+434
| +32% | +$29K | 0.04% | 252 |
|
|
2021
Q2 | $101K | Sell |
1,364
-596
| -30% | -$44.1K | 0.04% | 216 |
|
|
2021
Q1 | $83K | Hold |
1,960
| – | – | 0.04% | 204 |
|
|
2020
Q4 | $83K | Buy |
1,960
+932
| +91% | +$39.5K | 0.04% | 202 |
|
|
2020
Q3 | $38K | Sell |
1,028
-246
| -19% | -$9.09K | 0.02% | 274 |
|
|
2020
Q2 | $44K | Buy |
1,274
+12
| +1% | +$414 | 0.03% | 240 |
|
|
2020
Q1 | $37K | Buy |
1,262
+8
| +0.6% | +$235 | 0.03% | 246 |
|
|
2019
Q4 | $52K | Sell |
1,254
-20
| -2% | -$829 | 0.04% | 239 |
|
|
2019
Q3 | $53K | Buy |
1,274
+430
| +51% | +$17.9K | 0.05% | 219 |
|
|
2019
Q2 | $33K | Buy |
844
+2
| +0.2% | +$78 | 0.03% | 318 |
|
|
2019
Q1 | $33K | Buy |
842
+6
| +0.7% | +$235 | 0.02% | 266 |
|
|
2018
Q4 | $31K | Buy |
+836
| New | +$31K | 0.02% | 257 |
|