OWA
Outlook Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,030
| Closed | -$335K | – | 158 |
|
|
2019
Q4 | $335K | Sell |
4,030
-3,479
| -46% | -$289K | 0.19% | 109 |
|
|
2019
Q3 | $620K | Buy |
7,509
+2,379
| +46% | +$196K | 0.37% | 56 |
|
|
2019
Q2 | $403K | Buy |
5,130
+144
| +3% | +$11.3K | 0.27% | 95 |
|
|
2019
Q1 | $394K | Buy |
4,986
+4,016
| +414% | +$317K | 0.32% | 79 |
|
|
2018
Q4 | $723K | Buy |
+970
| New | +$723K | 0.33% | 75 |
|