Moneta Group Investment 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 | $612K | Hold |
8,639
| – | – | 0.01% | 395 |
|
|
2025
Q1 | $486K | Buy |
8,639
+15
| +0.2% | +$845 | 0.01% | 423 |
|
|
2024
Q4 | $545K | Buy |
8,624
+1,640
| +23% | +$104K | 0.01% | 396 |
|
|
2024
Q3 | $428K | Buy |
6,984
+1,891
| +37% | +$116K | 0.01% | 440 |
|
|
2024
Q2 | $331K | Sell |
5,093
-472
| -8% | -$30.7K | 0.01% | 463 |
|
|
2024
Q1 | $382K | Buy |
+5,565
| New | +$382K | 0.01% | 428 |
|
|
2018
Q2 | – | Sell |
-646
| Closed | -$29K | – | 428 |
|
|
2018
Q1 | $29K | Buy |
+646
| New | +$29K | ﹤0.01% | 357 |
|