Lido 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,014
| Closed | -$400K | – | 1457 |
|
|
2025
Q1 | $400K | Buy |
7,014
+3,201
| +84% | +$182K | ﹤0.01% | 1015 |
|
|
2024
Q4 | $244K | Sell |
3,813
-438
| -10% | -$28K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $261K | Buy |
4,251
+21
| +0.5% | +$1.29K | ﹤0.01% | 1088 |
|
|
2024
Q2 | $201K | Buy |
+4,230
| New | +$201K | ﹤0.01% | 1154 |
|
|
2024
Q1 | – | Sell |
-5,682
| Closed | -$277K | – | 1218 |
|
|
2023
Q4 | $277K | Buy |
+5,682
| New | +$277K | ﹤0.01% | 959 |
|
|
2022
Q2 | – | Sell |
-3,524
| Closed | -$214K | – | 846 |
|
|
2022
Q1 | $214K | Buy |
3,524
+30
| +0.9% | +$1.82K | ﹤0.01% | 827 |
|
|
2021
Q4 | $203K | Sell |
3,494
-1,124
| -24% | -$65.3K | ﹤0.01% | 840 |
|
|
2021
Q3 | $256K | Buy |
4,618
+236
| +5% | +$13.1K | ﹤0.01% | 704 |
|
|
2021
Q2 | $249K | Sell |
4,382
-16
| -0.4% | -$909 | ﹤0.01% | 685 |
|
|
2021
Q1 | $218K | Sell |
4,398
-1,072
| -20% | -$53.1K | ﹤0.01% | 685 |
|
|
2020
Q4 | $236K | Sell |
5,470
-3,164
| -37% | -$137K | ﹤0.01% | 613 |
|
|
2020
Q3 | $327K | Buy |
8,634
+610
| +8% | +$23.1K | 0.01% | 406 |
|
|
2020
Q2 | $273K | Buy |
8,024
+22
| +0.3% | +$749 | 0.01% | 409 |
|
|
2020
Q1 | $236K | Hold |
8,002
| – | – | 0.01% | 425 |
|
|
2019
Q4 | $337K | Sell |
8,002
-1,240
| -13% | -$52.2K | 0.01% | 417 |
|
|
2019
Q3 | $386K | Sell |
9,242
-3,328
| -26% | -$139K | 0.02% | 349 |
|
|
2019
Q2 | $500K | Sell |
12,570
-894
| -7% | -$35.6K | 0.03% | 274 |
|
|
2019
Q1 | $539K | Buy |
13,464
+724
| +6% | +$29K | 0.04% | 251 |
|
|
2018
Q4 | $481K | Hold |
12,740
| – | – | 0.05% | 216 |
|
|
2018
Q3 | $603K | Hold |
12,740
| – | – | 0.06% | 194 |
|
|
2018
Q2 | $553K | Sell |
12,740
-200
| -2% | -$8.68K | 0.06% | 171 |
|
|
2018
Q1 | $571K | Buy |
12,940
+200
| +2% | +$8.83K | 0.08% | 154 |
|
|
2017
Q4 | $620K | Hold |
12,740
| – | – | 0.09% | 119 |
|
|
2017
Q3 | $560K | Hold |
12,740
| – | – | 0.09% | 127 |
|
|
2017
Q2 | $517K | Buy |
+12,740
| New | +$517K | 0.11% | 112 |
|