Mount Yale 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 | $42.6K | Buy |
+602
| New | +$42.6K | ﹤0.01% | 858 |
|
|
2023
Q4 | – | Sell |
-6,847
| Closed | -$264K | – | 505 |
|
|
2023
Q3 | $264K | Buy |
6,847
+325
| +5% | +$12.5K | 0.03% | 415 |
|
|
2023
Q2 | $278K | Buy |
6,522
+514
| +9% | +$21.9K | 0.03% | 407 |
|
|
2023
Q1 | $255K | Buy |
+6,008
| New | +$255K | 0.03% | 416 |
|
|
2022
Q4 | – | Sell |
-5,409
| Closed | -$237K | – | 457 |
|
|
2022
Q3 | $237K | Buy |
5,409
+612
| +13% | +$26.8K | 0.03% | 385 |
|
|
2022
Q2 | $233K | Buy |
+4,797
| New | +$233K | 0.03% | 413 |
|
|
2018
Q4 | – | Sell |
-2,048
| Closed | -$90K | – | 402 |
|
|
2018
Q3 | $90K | Buy |
2,048
+700
| +52% | +$30.8K | 0.02% | 470 |
|
|
2018
Q2 | $59K | Buy |
1,348
+364
| +37% | +$15.9K | 0.01% | 597 |
|
|
2018
Q1 | $43K | Buy |
+984
| New | +$43K | 0.01% | 634 |
|