OneDigital Investment Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,966
| Closed | -$849K | – | 764 |
|
|
2022
Q2 | $849K | Buy |
14,966
+62
| +0.4% | +$3.52K | 0.04% | 294 |
|
|
2022
Q1 | $922K | Buy |
14,904
+1
| +0% | +$62 | 0.03% | 296 |
|
|
2021
Q4 | $885K | Sell |
14,903
-39
| -0.3% | -$2.32K | 0.03% | 299 |
|
|
2021
Q3 | $857K | Buy |
14,942
+2
| +0% | +$115 | 0.03% | 298 |
|
|
2021
Q2 | $916K | Buy |
14,940
+3
| +0% | +$184 | 0.04% | 269 |
|
|
2021
Q1 | $941K | Buy |
14,937
+1
| +0% | +$63 | 0.04% | 256 |
|
|
2020
Q4 | $807K | Sell |
14,936
-372
| -2% | -$20.1K | 0.04% | 260 |
|
|
2020
Q3 | $675K | Buy |
15,308
+19
| +0.1% | +$838 | 0.05% | 248 |
|
|
2020
Q2 | $712K | Sell |
15,289
-2
| -0% | -$93 | 0.05% | 248 |
|
|
2020
Q1 | $603K | Sell |
15,291
-44
| -0.3% | -$1.74K | 0.05% | 251 |
|
|
2019
Q4 | $816K | Buy |
+15,335
| New | +$816K | 0.06% | 217 |
|
|
2019
Q3 | – | Sell |
-1,812
| Closed | -$81K | – | 603 |
|
|
2019
Q2 | $81K | Buy |
1,812
+4
| +0.2% | +$179 | 0.01% | 487 |
|
|
2019
Q1 | $78K | Buy |
1,808
+3
| +0.2% | +$129 | 0.01% | 410 |
|
|
2018
Q4 | $76K | Sell |
1,805
-24
| -1% | -$1.01K | 0.01% | 381 |
|
|
2018
Q3 | $86K | Buy |
1,829
+740
| +68% | +$34.8K | 0.02% | 299 |
|
|
2018
Q2 | $50K | Buy |
1,089
+3
| +0.3% | +$138 | 0.01% | 498 |
|
|
2018
Q1 | $46K | Buy |
1,086
+1
| +0.1% | +$42 | 0.01% | 543 |
|
|
2017
Q4 | $43K | Buy |
1,085
+1
| +0.1% | +$40 | ﹤0.01% | 553 |
|
|
2017
Q3 | $42K | Buy |
1,084
+3
| +0.3% | +$116 | 0.02% | 427 |
|
|
2017
Q2 | $42K | Buy |
+1,081
| New | +$42K | 0.01% | 522 |
|