Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-800
| Closed | -$30K | – | 352 |
|
|
2018
Q4 | $30K | Hold |
800
| – | – | 0.02% | 165 |
|
|
2018
Q3 | $38K | Hold |
800
| – | – | 0.03% | 189 |
|
|
2018
Q2 | $35K | Hold |
800
| – | – | 0.03% | 187 |
|
|
2018
Q1 | $35K | Buy |
+800
| New | +$35K | 0.02% | 186 |
|
|
2015
Q1 | – | Sell |
-1,011
| Closed | -$43K | – | 336 |
|
|
2014
Q4 | $43K | Hold |
1,011
| – | – | 0.04% | 176 |
|
|
2014
Q3 | $45K | Sell |
1,011
-10
| -1% | -$445 | 0.04% | 174 |
|
|
2014
Q2 | $45K | Hold |
1,021
| – | – | 0.04% | 180 |
|
|
2014
Q1 | $43K | Buy |
+1,021
| New | +$43K | 0.04% | 190 |
|