ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,508
| Closed | -$220K | – | 305 |
|
|
2017
Q4 | $220K | Buy |
+4,508
| New | +$220K | 0.03% | 294 |
|
|
2017
Q2 | – | Sell |
-7,208
| Closed | -$311K | – | 329 |
|
|
2017
Q1 | $311K | Sell |
7,208
-700
| -9% | -$30.2K | 0.05% | 256 |
|
|
2016
Q4 | $323K | Buy |
7,908
+400
| +5% | +$16.3K | 0.05% | 257 |
|
|
2016
Q3 | $291K | Hold |
7,508
| – | – | 0.05% | 264 |
|
|
2016
Q2 | $282K | Sell |
7,508
-200
| -3% | -$7.51K | 0.05% | 254 |
|
|
2016
Q1 | $288K | Sell |
7,708
-1,000
| -11% | -$37.4K | 0.06% | 236 |
|
|
2015
Q4 | $287K | Buy |
8,708
+400
| +5% | +$13.2K | 0.06% | 232 |
|
|
2015
Q3 | $299K | Sell |
8,308
-1,600
| -16% | -$57.6K | 0.07% | 221 |
|
|
2015
Q2 | $365K | Buy |
9,908
+104
| +1% | +$3.83K | 0.08% | 210 |
|
|
2015
Q1 | $355K | Sell |
9,804
-2,832
| -22% | -$103K | 0.08% | 222 |
|
|
2014
Q4 | $537K | Sell |
12,636
-405
| -3% | -$17.2K | 0.12% | 178 |
|
|
2014
Q3 | $580K | Buy |
13,041
+690
| +6% | +$30.7K | 0.13% | 184 |
|
|
2014
Q2 | $550K | Buy |
+12,351
| New | +$550K | 0.12% | 194 |
|