LMG Wealth Partners’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,869
| Closed | -$349K | – | 122 |
|
|
2023
Q4 | $349K | Sell |
6,869
-2
| -0% | -$102 | 0.1% | 83 |
|
|
2023
Q3 | $299K | Hold |
6,871
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $303K | Sell |
6,871
-73,907
| -91% | -$3.26M | 0.09% | 88 |
|
|
2023
Q1 | $4.28M | Buy |
80,778
+3,779
| +5% | +$200K | 1.38% | 29 |
|
|
2022
Q4 | $4.82M | Buy |
+76,999
| New | +$4.82M | 1.59% | 25 |
|