Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-62
| Closed | -$3K | – | 802 |
|
|
2017
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 605 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$7K | – | 614 |
|
|
2015
Q1 | $7K | Sell |
200
-2
| -1% | -$70 | ﹤0.01% | 580 |
|
|
2014
Q4 | $9K | Hold |
202
| – | – | ﹤0.01% | 562 |
|
|
2014
Q3 | $9K | Sell |
202
-2
| -1% | -$89 | ﹤0.01% | 541 |
|
|
2014
Q2 | $9K | Buy |
+204
| New | +$9K | ﹤0.01% | 561 |
|