MWM
Merriman Wealth Management’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,847
| Closed | -$165K | – | 208 |
|
|
2018
Q4 | $165K | Sell |
2,847
-676
| -19% | -$39.2K | 0.04% | 157 |
|
|
2018
Q3 | $233K | Hold |
3,523
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $228K | Hold |
3,523
| – | – | 0.05% | 151 |
|
|
2018
Q1 | $211K | Buy |
+3,523
| New | +$211K | 0.06% | 171 |
|
|
2017
Q4 | – | Sell |
-4,213
| Closed | -$243K | – | 167 |
|
|
2017
Q3 | $243K | Sell |
4,213
-502
| -11% | -$29K | 0.06% | 141 |
|
|
2017
Q2 | $268K | Buy |
4,715
+502
| +12% | +$28.5K | 0.07% | 100 |
|
|
2017
Q1 | $237K | Sell |
4,213
-2,048
| -33% | -$115K | 0.06% | 121 |
|
|
2016
Q4 | $362K | Sell |
6,261
-703
| -10% | -$40.6K | 0.1% | 106 |
|
|
2016
Q3 | $343K | Hold |
6,964
| – | – | 0.07% | 114 |
|
|
2016
Q2 | $334K | Hold |
6,964
| – | – | 0.09% | 92 |
|
|
2016
Q1 | $313K | Hold |
6,964
| – | – | 0.29% | 44 |
|
|
2015
Q4 | $290K | Buy |
6,964
+330
| +5% | +$13.7K | 0.42% | 31 |
|
|
2015
Q3 | $302K | Sell |
6,634
-223
| -3% | -$10.2K | 0.17% | 37 |
|
|
2015
Q2 | $327K | Hold |
6,857
| – | – | 0.65% | 23 |
|
|
2015
Q1 | $291K | Hold |
6,857
| – | – | 0.3% | 38 |
|
|
2014
Q4 | $285K | Buy |
6,857
+326
| +5% | +$13.6K | 0.41% | 32 |
|
|
2014
Q3 | $298K | Buy |
+6,531
| New | +$298K | 0.39% | 32 |
|