Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,104
| Closed | -$42.6K | – | 832 |
|
|
2023
Q3 | $42.6K | Hold |
1,104
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $47.1K | Hold |
1,104
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $46.8K | Hold |
1,104
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $44.7K | Hold |
1,104
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $48K | Hold |
1,104
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $54K | Sell |
1,104
-824
| -43% | -$40.3K | 0.01% | 304 |
|
|
2022
Q1 | $117K | Hold |
1,928
| – | – | 0.02% | 209 |
|
|
2021
Q4 | $112K | Hold |
1,928
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $107K | Hold |
1,928
| – | – | 0.02% | 262 |
|
|
2021
Q2 | $110K | Hold |
1,928
| – | – | 0.03% | 238 |
|
|
2021
Q1 | $94K | Hold |
1,928
| – | – | 0.03% | 252 |
|
|
2020
Q4 | $82K | Buy |
+1,928
| New | +$82K | 0.03% | 279 |
|
|
2018
Q4 | – | Sell |
-3,930
| Closed | -$184K | – | 894 |
|
|
2018
Q3 | $184K | Hold |
3,930
| – | – | 0.06% | 155 |
|
|
2018
Q2 | $171K | Hold |
3,930
| – | – | 0.09% | 179 |
|
|
2018
Q1 | $173K | Hold |
3,930
| – | – | 0.09% | 164 |
|
|
2017
Q4 | $191K | Hold |
3,930
| – | – | 0.11% | 144 |
|
|
2017
Q3 | $172K | Buy |
3,930
+700
| +22% | +$30.6K | 0.1% | 146 |
|
|
2017
Q2 | $131K | Hold |
3,230
| – | – | 0.08% | 167 |
|
|
2017
Q1 | $139K | Hold |
3,230
| – | – | 0.08% | 166 |
|
|
2016
Q4 | $132K | Hold |
3,230
| – | – | 0.08% | 182 |
|
|
2016
Q3 | $125K | Hold |
3,230
| – | – | 0.08% | 171 |
|
|
2016
Q2 | $121K | Buy |
3,230
+500
| +18% | +$18.7K | 0.09% | 160 |
|
|
2016
Q1 | $102K | Hold |
2,730
| – | – | 0.08% | 175 |
|
|
2015
Q4 | $90K | Hold |
2,730
| – | – | 0.07% | 203 |
|
|
2015
Q3 | $98K | Buy |
2,730
+150
| +6% | +$5.39K | 0.08% | 177 |
|
|
2015
Q2 | $95K | Hold |
2,580
| – | – | 0.07% | 203 |
|
|
2015
Q1 | $94K | Sell |
2,580
-28
| -1% | -$1.02K | 0.07% | 194 |
|
|
2014
Q4 | $111K | Buy |
+2,608
| New | +$111K | 0.08% | 174 |
|