OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,248
| Closed | -$49K | – | 621 |
|
|
2019
Q2 | $49K | Hold |
1,248
| – | – | ﹤0.01% | 569 |
|
|
2019
Q1 | $49K | Hold |
1,248
| – | – | 0.01% | 492 |
|
|
2018
Q4 | $47K | Sell |
1,248
-464
| -27% | -$17.5K | 0.01% | 470 |
|
|
2018
Q3 | $80K | Sell |
1,712
-6
| -0.3% | -$280 | 0.02% | 311 |
|
|
2018
Q2 | $76K | Sell |
1,718
-42
| -2% | -$1.86K | 0.02% | 386 |
|
|
2018
Q1 | $78K | Buy |
1,760
+452
| +35% | +$20K | 0.02% | 402 |
|
|
2017
Q4 | $64K | Sell |
1,308
-72
| -5% | -$3.52K | 0.01% | 439 |
|
|
2017
Q3 | $60K | Hold |
1,380
| – | – | 0.02% | 338 |
|
|
2017
Q2 | $56K | Buy |
+1,380
| New | +$56K | 0.02% | 441 |
|