Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$39K | – | 674 |
|
|
2022
Q2 | $39K | Hold |
800
| – | – | 0.01% | 801 |
|
|
2022
Q1 | $49K | Sell |
800
-500
| -38% | -$30.6K | 0.01% | 783 |
|
|
2021
Q4 | $76K | Hold |
1,300
| – | – | 0.01% | 733 |
|
|
2021
Q3 | $72K | Sell |
1,300
-2
| -0.2% | -$111 | 0.01% | 746 |
|
|
2021
Q2 | $74K | Hold |
1,302
| – | – | 0.01% | 712 |
|
|
2021
Q1 | $64K | Buy |
1,302
+500
| +62% | +$24.6K | 0.01% | 688 |
|
|
2020
Q4 | $34K | Hold |
802
| – | – | 0.01% | 805 |
|
|
2020
Q3 | $30K | Hold |
802
| – | – | 0.01% | 669 |
|
|
2020
Q2 | $27K | Sell |
802
-28
| -3% | -$943 | 0.01% | 667 |
|
|
2020
Q1 | $24K | Hold |
830
| – | – | 0.01% | 609 |
|
|
2019
Q4 | $35K | Hold |
830
| – | – | 0.01% | 545 |
|
|
2019
Q3 | $34K | Buy |
830
+4
| +0.5% | +$164 | 0.02% | 513 |
|
|
2019
Q2 | $33K | Sell |
826
-8
| -1% | -$320 | 0.01% | 520 |
|
|
2019
Q1 | $33K | Buy |
834
+34
| +4% | +$1.35K | 0.02% | 449 |
|
|
2018
Q4 | $30K | Hold |
800
| – | – | 0.02% | 399 |
|
|
2018
Q3 | $38K | Buy |
+800
| New | +$38K | 0.02% | 351 |
|
|
2018
Q2 | – | Sell |
-56
| Closed | -$2K | – | 639 |
|
|
2018
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 857 |
|
|
2017
Q4 | $3K | Buy |
56
+28
| +100% | +$1.5K | ﹤0.01% | 801 |
|
|
2017
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 867 |
|