Orion Portfolio Solutions’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
Q1 | $925K | Sell |
16,428
-493
| -3% | -$27.8K | 0.01% | 1126 |
|
2024
Q4 | $1.07M | Buy |
16,921
+986
| +6% | +$62.3K | 0.01% | 1015 |
|
2024
Q3 | $977K | Buy |
15,935
+6,888
| +76% | +$423K | 0.01% | 1043 |
|
2024
Q2 | $430K | Sell |
9,047
-402
| -4% | -$19.1K | ﹤0.01% | 1327 |
|
2024
Q1 | $479K | Buy |
9,449
+220
| +2% | +$11.2K | 0.01% | 1276 |
|
2023
Q4 | $443K | Sell |
9,229
-3,747
| -29% | -$180K | 0.01% | 1262 |
|
2023
Q3 | $501K | Sell |
12,976
-1,132
| -8% | -$43.7K | 0.01% | 1204 |
|
2023
Q2 | $602K | Sell |
14,108
-262
| -2% | -$11.2K | 0.01% | 1151 |
|
2023
Q1 | $610K | Buy |
+14,370
| New | +$610K | 0.01% | 1073 |
|
2020
Q3 | – | Sell |
-16
| Closed | -$1K | – | 720 |
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1927 |
|
2020
Q1 | $0 | Sell |
16
-4
| -20% | – | ﹤0.01% | 1953 |
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1622 |
|