PFA
Paradigm Financial Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $236K | Buy |
3,439
+162
| +5% | +$11.1K | 0.05% | 188 |
|
|
2021
Q3 | $228K | Hold |
3,277
| – | – | 0.05% | 189 |
|
|
2021
Q2 | $244K | Hold |
3,277
| – | – | 0.05% | 185 |
|
|
2021
Q1 | $251K | Hold |
3,277
| – | – | 0.06% | 167 |
|
|
2020
Q4 | $215K | Buy |
+3,277
| New | +$215K | 0.06% | 146 |
|
|
2020
Q1 | – | Sell |
-3,122
| Closed | -$212K | – | 117 |
|
|
2019
Q4 | $212K | Buy |
+3,122
| New | +$212K | 0.07% | 114 |
|
|
2014
Q2 | – | Sell |
-1,811
| Closed | -$84K | – | 99 |
|
|
2014
Q1 | $84K | Hold |
1,811
| – | – | 0.08% | 99 |
|
|
2013
Q4 | $81K | Buy |
+1,811
| New | +$81K | 0.08% | 107 |
|