Patriot Financial Group Insurance Agency’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 |
-10
| Closed | -$1K | – | 630 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1868 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 2015 |
|
|
2021
Q3 | $1K | Sell |
11
-5
| -31% | -$455 | ﹤0.01% | 2032 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1960 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1859 |
|
|
2020
Q4 | $1K | Sell |
16
-24
| -60% | -$1.5K | ﹤0.01% | 1725 |
|
|
2020
Q3 | $2K | Buy |
40
+2
| +5% | +$100 | ﹤0.01% | 1435 |
|
|
2020
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q1 | $2K | Sell |
38
-12
| -24% | -$632 | ﹤0.01% | 1279 |
|
|
2019
Q4 | $3K | Sell |
50
-13
| -21% | -$780 | ﹤0.01% | 1035 |
|
|
2019
Q3 | $3K | Sell |
63
-11
| -15% | -$524 | ﹤0.01% | 1014 |
|
|
2019
Q2 | $3K | Sell |
74
-8
| -10% | -$324 | ﹤0.01% | 1027 |
|
|
2019
Q1 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 885 |
|