Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,918
| Closed | -$238K | – | 400 |
|
|
2022
Q1 | $238K | Sell |
3,918
-172
| -4% | -$10.4K | 0.05% | 343 |
|
|
2021
Q4 | $238K | Sell |
4,090
-352
| -8% | -$20.5K | 0.05% | 364 |
|
|
2021
Q3 | $247K | Sell |
4,442
-524
| -11% | -$29.1K | 0.06% | 341 |
|
|
2021
Q2 | $283K | Sell |
4,966
-854
| -15% | -$48.7K | 0.07% | 299 |
|
|
2021
Q1 | $285K | Sell |
5,820
-1,158
| -17% | -$56.7K | 0.08% | 288 |
|
|
2020
Q4 | $298K | Sell |
6,978
-630
| -8% | -$26.9K | 0.08% | 251 |
|
|
2020
Q3 | $284K | Buy |
+7,608
| New | +$284K | 0.1% | 229 |
|
|
2020
Q1 | – | Sell |
-7,696
| Closed | -$334K | – | 486 |
|
|
2019
Q4 | $334K | Buy |
7,696
+14
| +0.2% | +$608 | 0.09% | 248 |
|
|
2019
Q3 | $316K | Buy |
7,682
+214
| +3% | +$8.8K | 0.09% | 251 |
|
|
2019
Q2 | $295K | Sell |
7,468
-938
| -11% | -$37.1K | 0.08% | 262 |
|
|
2019
Q1 | $332K | Buy |
+8,406
| New | +$332K | 0.15% | 189 |
|