ProVise Management Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-4,508
Closed -$220K 305
2017
Q4
$220K Buy
+4,508
New +$205K 0.03% 294
2017
Q2
Sell
-7,208
Closed -$311K 329
2017
Q1
$311K Sell
7,208
-700
-9% -$30.4K 0.05% 256
2016
Q4
$323K Buy
7,908
+400
+5% +$15.7K 0.05% 257
2016
Q3
$291K Hold
7,508
0.05% 264
2016
Q2
$282K Sell
7,508
-200
-3% -$7.8K 0.05% 254
2016
Q1
$288K Sell
7,708
-1,000
-11% -$33.3K 0.06% 236
2015
Q4
$287K Buy
8,708
+400
+5% +$14.7K 0.06% 232
2015
Q3
$299K Sell
8,308
-1,600
-16% -$56.6K 0.07% 221
2015
Q2
$365K Buy
9,908
+104
+1% +$4.01K 0.08% 210
2015
Q1
$355K Sell
9,804
-2,832
-22% -$105K 0.08% 222
2014
Q4
$537K Sell
12,636
-405
-3% -$17.9K 0.12% 178
2014
Q3
$580K Buy
13,041
+690
+6% +$31.7K 0.13% 184
2014
Q2
$550K Buy
+12,351
New +$537K 0.12% 194

Other funds holding CM