Reilly Financial Advisors’s Commerce Bancshares CBSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $414K | Sell |
6,975
-1
| -0% | -$59 | 0.03% | 159 |
|
|
2021
Q3 | $400K | Hold |
6,976
| – | – | 0.03% | 150 |
|
|
2021
Q2 | $428K | Hold |
6,976
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $440K | Hold |
6,976
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $377K | Hold |
6,976
| – | – | 0.04% | 146 |
|
|
2020
Q3 | $308K | Hold |
6,976
| – | – | 0.03% | 145 |
|
|
2020
Q2 | $325K | Hold |
6,976
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $275K | Hold |
6,976
| – | – | 0.04% | 149 |
|
|
2019
Q4 | $371K | Sell |
6,976
-1
| -0% | -$53 | 0.04% | 149 |
|
|
2019
Q3 | $316K | Buy |
+6,977
| New | +$316K | 0.04% | 160 |
|
|
2015
Q4 | – | Sell |
-179
| Closed | -$5K | – | 952 |
|
|
2015
Q3 | $5K | Hold |
179
| – | – | ﹤0.01% | 951 |
|
|
2015
Q2 | $5K | Sell |
179
-196
| -52% | -$5.48K | ﹤0.01% | 1060 |
|
|
2015
Q1 | $10K | Hold |
375
| – | – | ﹤0.01% | 844 |
|
|
2014
Q4 | $10K | Sell |
375
-1
| -0.3% | -$27 | ﹤0.01% | 506 |
|
|
2014
Q3 | $10K | Hold |
376
| – | – | ﹤0.01% | 516 |
|
|
2014
Q2 | $10K | Buy |
+376
| New | +$10K | ﹤0.01% | 549 |
|